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Lee Ainslie

Maverick Capital · 12 closed periods in the current 3-year detail window (latest closed period: Q4 2025 → next disclosure, 173 priced positions, +4.81% return). Every disclosed long-equity position appears in the table for its period; the Valid column shows 1 (counted in the math) or 0 (excluded — hover the row for the reason). See the methodology for the exact math.

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2026-02-132026-05-15

173 of 178 priced97.76% coverage
+4.81%
Holdings from Q4 2025 disclosure · accession 0000947871-26-000150 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
NVDA2,986,355$182.81$225.32$545.94M$672.89M+23.25%5.98%+1.4 bps1
MSFT1,150,498$401.32$421.92$461.72M$485.42M+5.13%5.98%+0.3 bps1
AMZN2,382,650$198.79$264.14$473.65M$629.35M+32.87%5.91%+1.9 bps1
TSM1,658,650$366.36$404.35$607.66M$670.68M+10.37%5.41%+0.6 bps1
GOOG1,141,503$306.02$393.32$349.32M$448.98M+28.53%3.85%+1.1 bps1
PM2,177,027$187.51$189.61$408.21M$412.79M+1.12%3.75%+0.0 bps1
COF1,296,397$207.37$187.17$268.83M$242.65M-9.74%3.38%-0.3 bps1
UNP1,313,207$260.68$270.56$342.33M$355.3M+3.79%3.26%+0.1 bps1
AMAT1,131,276$354.91$436.62$401.5M$493.94M+23.02%3.12%+0.7 bps1
BSX2,944,254$74.73$52.68$220.02M$155.1M-29.51%3.02%-0.9 bps1
ASML261,003$1406.61$1501.81$367.13M$391.98M+6.77%3.00%+0.2 bps1
V776,863$314.08$325.75$244M$253.06M+3.72%2.93%+0.1 bps1
RTX1,368,842$200.06$171.18$273.85M$234.32M-14.44%2.70%-0.4 bps1
TECH3,850,923$59.93$43.30$230.79M$166.74M-27.75%2.43%-0.7 bps1
NTRA944,028$206.23$186.36$194.69M$175.93M-9.63%2.32%-0.2 bps1
GFL5,023,417$43.31$37.09$217.56M$186.32M-14.36%2.32%-0.3 bps1
MNST2,693,291$81.48$87.09$219.45M$234.56M+6.89%2.22%+0.2 bps1
CPT1,837,790$108.53$102.59$199.46M$188.54M-5.47%2.17%-0.1 bps1
NU11,714,564$16.82$12.19$197.04M$142.8M-27.53%2.11%-0.6 bps1
CVNA461,874$342.87×5$67.17$158.36M$155.12M-2.05%2.09%-0.0 bps1
DKS834,249$201.25$216.48$167.89M$180.6M+7.57%1.77%+0.1 bps1
SWX2,048,053$87.98$87.70$180.19M$179.61M-0.32%1.76%-0.0 bps1
ALAB975,959$129.32$232.68$126.21M$227.09M+79.93%1.74%+1.4 bps1
WVE9,280,237$12.68$6.77$117.67M$62.83M-46.61%1.69%-0.8 bps1
AGX438,858$409.95$722.31$179.91M$316.99M+76.19%1.48%+1.1 bps1
COMP12,637,206$10.41$7.88$131.55M$99.58M-24.30%1.43%-0.3 bps1
SCHW1,253,090$93.72$90.88$117.44M$113.88M-3.03%1.34%-0.0 bps1
BTU4,067,173$34.45$23.77$140.11M$96.68M-31.00%1.30%-0.4 bps1
KO1,562,287$78.68$80.82$122.92M$126.26M+2.72%1.17%+0.0 bps1
LRCX633,084$235.53$284.72$149.11M$180.25M+20.88%1.16%+0.2 bps1
SHW284,317$368.89$300.10$104.88M$85.32M-18.65%0.99%-0.2 bps1
CART1,938,835$36.30$39.71$70.38M$76.99M+9.39%0.94%+0.1 bps1
DASH359,125$160.34$159.20$57.58M$57.17M-0.71%0.87%-0.0 bps1
DIS706,959$105.45$102.72$74.55M$72.62M-2.59%0.86%-0.0 bps1
NAMS1,894,226$34.63$35.44$65.6M$67.13M+2.34%0.71%+0.0 bps1
PCVX1,354,237$54.10$52.39$73.26M$70.95M-3.16%0.67%-0.0 bps1
MELI26,149$1988.26$1546.81$51.99M$40.45M-22.20%0.57%-0.1 bps1
DDOG386,254$125.20$207.98$48.36M$80.33M+66.12%0.56%+0.4 bps1
SNOW225,835$182.29$157.47$41.17M$35.56M-13.62%0.53%-0.1 bps1
IVVD18,970,913$1.56$1.21$29.59M$22.95M-22.44%0.50%-0.1 bps1
MMSI486,166$81.66$61.36$39.7M$29.83M-24.86%0.46%-0.1 bps1
CTRI1,672,863$31.01$31.29$51.88M$52.34M+0.90%0.45%+0.0 bps1
RBLX517,798$63.17$42.85$32.71M$22.19M-32.17%0.45%-0.1 bps1
CNTA1,643,724$24.71$39.59$40.62M$65.08M+60.22%0.44%+0.3 bps1
FLUT187,022$125.17$92.38$23.41M$17.28M-26.20%0.43%-0.1 bps1
MDLN796,077$44.55$36.19$35.47M$28.81M-18.77%0.36%-0.1 bps1
CPNG1,368,720$16.98$16.12$23.24M$22.06M-5.06%0.35%-0.0 bps1
SAIL966,050$15.92$13.50$15.38M$13.04M-15.20%0.21%-0.0 bps1
QURE661,820$20.50$27.05$13.57M$17.9M+31.95%0.17%+0.1 bps1
ACHC905,419$16.77$25.81$15.18M$23.37M+53.91%0.14%+0.1 bps1
STUB931,473$9.23$8.82$8.6M$8.22M-4.44%0.14%-0.0 bps1
EVH2,539,930$2.79$3.96$7.09M$10.06M+41.94%0.11%+0.0 bps1
GUTS4,248,492$0.42$0.86$1.78M$3.66M+105.98%0.10%+0.1 bps1
RCKT2,513,110$3.27$3.25$8.22M$8.17M-0.61%0.09%-0.0 bps1
NTSK465,736$11.89$11.22$5.54M$5.23M-5.64%0.09%-0.0 bps1
FDX25,023$301.95$375.78$7.56M$9.4M+24.45%0.08%+0.0 bps1
BKNG1,030$4140.60×25$154.13$4.26M$3.97M-6.94%0.06%-0.0 bps1
KRUS101,295$67.98$50.46$6.89M$5.11M-25.77%0.06%-0.0 bps1
LTH199,413$29.06$33.74$5.79M$6.73M+16.10%0.06%+0.0 bps1
PLAY325,487$14.85$10.11$4.83M$3.29M-31.92%0.06%-0.0 bps1
EXPE17,947$212.67$217.73$3.82M$3.91M+2.38%0.05%+0.0 bps1
TRUP133,873$27.96$22.33$3.74M$2.99M-20.14%0.05%-0.0 bps1
HRB114,426$31.05$37.25$3.55M$4.26M+19.97%0.05%+0.0 bps1
EFX22,896$192.80$158.37$4.41M$3.63M-17.86%0.05%-0.0 bps1
LMND69,864$63.76$51.35$4.45M$3.59M-19.46%0.05%-0.0 bps1
SIRI248,591$21.29$25.83$5.29M$6.42M+21.32%0.05%+0.0 bps1
ERIE17,317$279.11$213.05$4.83M$3.69M-23.67%0.05%-0.0 bps1
INTU7,491$399.40$393.00$2.99M$2.94M-1.60%0.05%-0.0 bps1
ALL23,798$207.51$217.37$4.94M$5.17M+4.75%0.05%+0.0 bps1
CHTR23,732$239.09$140.33$5.67M$3.33M-41.31%0.05%-0.0 bps1
GDDY39,923$89.12$87.18$3.56M$3.48M-2.18%0.05%-0.0 bps1
OLLI45,061$113.70$78.49$5.12M$3.54M-30.97%0.05%-0.0 bps1
ROKU45,571$90.06$124.02$4.1M$5.65M+37.71%0.05%+0.0 bps1
ADBE14,103$263.97$247.60$3.72M$3.49M-6.20%0.05%-0.0 bps1
SITE39,632$157.04$117.50$6.22M$4.66M-25.18%0.05%-0.0 bps1
SMA159,563$32.85$29.64$5.24M$4.73M-9.77%0.05%-0.0 bps1
FERG22,114$261.36$223.82$5.78M$4.95M-14.36%0.05%-0.0 bps1
IMAX133,358$36.08$33.59$4.81M$4.48M-6.90%0.05%-0.0 bps1
LZ496,034$6.87$6.00$3.41M$2.98M-12.66%0.05%-0.0 bps1
AFRM66,024$49.81$65.82$3.29M$4.35M+32.14%0.05%+0.0 bps1
YOU140,149$32.50$58.89$4.55M$8.25M+81.20%0.05%+0.0 bps1
ZM56,027$92.60$100.16$5.19M$5.61M+8.16%0.05%+0.0 bps1
CRI148,790$40.05$33.46$5.96M$4.98M-16.45%0.05%-0.0 bps1
NFLX50,797$76.87$87.02$3.9M$4.42M+13.20%0.05%+0.0 bps1
ROL77,450$58.06$53.42$4.5M$4.14M-7.99%0.05%-0.0 bps1
ROOT63,234$58.68$55.37$3.71M$3.5M-5.64%0.05%-0.0 bps1
CWH458,424$11.48$6.63$5.26M$3.04M-42.25%0.05%-0.0 bps1
ASO89,106$58.56$50.55$5.22M$4.5M-13.68%0.05%-0.0 bps1
MUSA11,023$407.45$561.68$4.49M$6.19M+37.85%0.05%+0.0 bps1
RVLV147,012$25.09$18.61$3.69M$2.74M-25.83%0.05%-0.0 bps1
TDUP691,689$4.70$4.10$3.25M$2.84M-12.77%0.05%-0.0 bps1
LH17,564$282.63$250.40$4.96M$4.4M-11.40%0.05%-0.0 bps1
CAL353,129$11.81$11.07$4.17M$3.91M-6.27%0.05%-0.0 bps1
DGX23,895$206.87$186.61$4.94M$4.46M-9.79%0.04%-0.0 bps1
FVRR202,094$14.34$10.35$2.9M$2.09M-27.82%0.04%-0.0 bps1
MCD12,453$327.58$276.39$4.08M$3.44M-15.63%0.04%-0.0 bps1
BOOT21,432$187.99$143.85$4.03M$3.08M-23.48%0.04%-0.0 bps1
DAVE16,376$177.28$235.79$2.9M$3.86M+33.00%0.04%+0.0 bps1
EL33,440$108.24$80.28$3.62M$2.68M-25.83%0.04%-0.0 bps1
AD64,594$50.88$50.02$3.29M$3.23M-1.69%0.04%-0.0 bps1
BKE61,083$53.45$48.23$3.26M$2.95M-9.77%0.04%-0.0 bps1
REYN138,396$23.73$21.15$3.28M$2.93M-10.87%0.03%-0.0 bps1
WMK49,169$74.48$70.30$3.66M$3.46M-5.61%0.03%-0.0 bps1
COCO58,561$56.58$78.44$3.31M$4.59M+38.64%0.03%+0.0 bps1
SEB693$5373.93$4655.41$3.72M$3.23M-13.37%0.03%-0.0 bps1
SPB51,588$76.14$77.08$3.93M$3.98M+1.23%0.03%+0.0 bps1
MKC44,533$71.49$46.35$3.18M$2.06M-35.17%0.03%-0.0 bps1
WINA6,935$455.77$351.18$3.16M$2.44M-22.95%0.03%-0.0 bps1
SJM27,912$110.53$100.54$3.09M$2.81M-9.04%0.03%-0.0 bps1
BLCO152,183$17.03$16.09$2.59M$2.45M-5.52%0.03%-0.0 bps1
AS67,859$39.81$32.84$2.7M$2.23M-17.51%0.03%-0.0 bps1
AAL164,825$13.88$12.31$2.29M$2.03M-11.31%0.03%-0.0 bps1
SN22,474$131.06$105.63$2.95M$2.37M-19.40%0.03%-0.0 bps1
AEO94,930$25.48$15.29$2.42M$1.45M-39.99%0.03%-0.0 bps1
TPR19,582$153.80$129.32$3.01M$2.53M-15.92%0.03%-0.0 bps1
CAG144,402$19.76$13.43$2.85M$1.94M-32.03%0.03%-0.0 bps1
COST2,894$1018.48$1048.95$2.95M$3.04M+2.99%0.03%+0.0 bps1
DECK24,097$115.73$93.56$2.79M$2.25M-19.16%0.03%-0.0 bps1
ETSY45,034$45.73$58.07$2.06M$2.62M+26.98%0.03%+0.0 bps1
CAVA42,161$63.50$76.87$2.68M$3.24M+21.06%0.03%+0.0 bps1
CHWY74,985$24.23$21.28$1.82M$1.6M-12.18%0.03%-0.0 bps1
LULU11,933$176.42$119.14$2.11M$1.42M-32.47%0.03%-0.0 bps1
VLO15,081$200.17$250.74$3.02M$3.78M+25.26%0.03%+0.0 bps1
ANF19,463$93.70$70.57$1.82M$1.37M-24.69%0.03%-0.0 bps1
BJ26,740$102.78$96.36$2.75M$2.58M-6.25%0.03%-0.0 bps1
ELAN106,593$25.13$19.86$2.68M$2.12M-20.97%0.03%-0.0 bps1
NKE37,610$63.13$41.88$2.37M$1.58M-33.66%0.03%-0.0 bps1
BBY35,479$65.80$56.28$2.33M$2M-14.47%0.03%-0.0 bps1
TPB21,675$131.77$89.56$2.86M$1.94M-32.03%0.03%-0.0 bps1
UAL20,942$109.29$92.85$2.29M$1.94M-15.04%0.03%-0.0 bps1
BUD35,898$80.39$80.92$2.89M$2.9M+0.66%0.02%+0.0 bps1
ALK44,862$55.27$36.94$2.48M$1.66M-33.16%0.02%-0.0 bps1
RH12,436$205.06$123.17$2.55M$1.53M-39.93%0.02%-0.0 bps1
CABO19,552$113.58$48.77$2.22M$953.55K-57.06%0.02%-0.0 bps1
MAR6,955$353.89$353.17$2.46M$2.46M-0.20%0.02%+0.0 bps1
KHC87,829$24.80$22.92$2.18M$2.01M-7.58%0.02%-0.0 bps1
WDFC10,686$244.72$201.37$2.62M$2.15M-17.71%0.02%-0.0 bps1
EBAY24,057$82.38$116.13$1.98M$2.79M+40.97%0.02%+0.0 bps1
TSN35,080$63.94$65.79$2.24M$2.31M+2.89%0.02%+0.0 bps1
LOW8,316$287.39$218.42$2.39M$1.82M-24.00%0.02%-0.0 bps1
HSY10,500$222.58$186.98$2.34M$1.96M-15.99%0.02%-0.0 bps1
WMT17,151$133.89$131.45$2.3M$2.25M-1.82%0.02%-0.0 bps1
LUV43,518$51.11$38.50$2.22M$1.68M-24.67%0.02%-0.0 bps1
BTI30,360$59.50$65.09$1.81M$1.98M+9.39%0.02%+0.0 bps1
ROST9,566$196.54$212.75$1.88M$2.04M+8.25%0.02%+0.0 bps1
QDEL59,783$23.58$10.32$1.41M$616.96K-56.23%0.02%-0.0 bps1
AMBQ59,248$29.59$70.57$1.75M$4.18M+138.49%0.02%+0.0 bps1
YUM11,017$160.57$149.97$1.77M$1.65M-6.60%0.02%-0.0 bps1
NVS11,073$163.10$148.08$1.81M$1.64M-9.21%0.02%-0.0 bps1
NYT21,247$72.94$74.48$1.55M$1.58M+2.11%0.02%+0.0 bps1
KDP47,454$29.69$28.93$1.41M$1.37M-2.56%0.01%-0.0 bps1
ABNB8,531$121.35$132.85$1.04M$1.13M+9.48%0.01%+0.0 bps1
VITL35,856$28.41$8.48$1.02M$304.06K-70.15%0.01%-0.0 bps1
SVV119,479$11.29$7.13$1.35M$851.89K-36.85%0.01%-0.0 bps1
CRBU652,542$1.58$2.14$1.03M$1.4M+35.44%0.01%+0.0 bps1
SAM5,234$247.57$174.73$1.3M$914.54K-29.42%0.01%-0.0 bps1
ENR49,793$22.77$16.81$1.13M$837.02K-26.17%0.01%-0.0 bps1
FND15,624$70.20$43.49$1.1M$679.49K-38.05%0.01%-0.0 bps1
CPB33,206$29.49$20.01$979.24K$664.45K-32.15%0.01%-0.0 bps1
MO15,423$67.25$73.09$1.04M$1.13M+8.68%0.01%+0.0 bps1
CL9,670$96.67$88.13$934.8K$852.22K-8.83%0.01%-0.0 bps1
SHG14,071$69.83$64.13$982.58K$902.37K-8.16%0.01%-0.0 bps1
PRMB44,083$18.76$23.18$827K$1.02M+23.56%0.01%+0.0 bps1
UPS6,750$119.24$98.93$804.87K$667.78K-17.03%0.01%-0.0 bps1
PEP3,976$165.94$149.12$659.78K$592.9K-10.14%0.01%-0.0 bps1
MDLZ9,989$62.59$60.44$625.21K$603.74K-3.44%0.01%-0.0 bps1
GEN19,460$23.72$23.45$461.59K$456.34K-1.14%0.01%-0.0 bps1
BROS8,123$53.20$51.01$432.14K$414.35K-4.12%0.01%-0.0 bps1
TGT5,067$115.76$121.54$586.56K$615.84K+4.99%0.01%+0.0 bps1
ULTA817$683.40$494.28$558.34K$403.83K-27.67%0.01%-0.0 bps1
FRPT7,561$67.72$49.35$512.03K$373.14K-27.13%0.00%-0.0 bps1
BYRN11,715$12.51$4.96$146.55K$58.11K-60.35%0.00%-0.0 bps1
CRIS49,554$1.15$0.49$56.99K$24.28K-57.39%0.00%-0.0 bps1
TPX1.10%0
CDTX1.08%0
MODG0.03%0
LANC0.02%0
GPS0.02%0
Top 5 (by entry value)(5)$2.5B$2.87B+14.97%
Total(173)$9.1B$9.54B+4.81%

2025-11-142026-02-13

197 of 201 priced98.07% coverage
+0.93%
Holdings from Q3 2025 disclosure · accession 0000947871-25-001016 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
AMZN2,236,598$234.69$198.79$524.91M$444.61M-15.30%6.57%-1.0 bps1
MSFT931,856$510.18$401.32$475.41M$373.97M-21.34%6.46%-1.4 bps1
NVDA2,143,330$190.17$182.81$407.6M$391.82M-3.87%5.35%-0.2 bps1
NU20,990,656$15.82$16.82$332.07M$353.06M+6.32%4.50%+0.3 bps1
TSM1,019,472$284.82$366.36$290.37M$373.49M+28.63%3.81%+1.1 bps1
UNP1,115,610$223.02$260.68$248.8M$290.82M+16.89%3.53%+0.6 bps1
PM1,622,102$155.43$187.51$252.12M$304.16M+20.64%3.52%+0.7 bps1
COF1,083,934$211.15$207.37$228.87M$224.78M-1.79%3.08%-0.1 bps1
RTX1,359,585$175.57$200.06$238.7M$272M+13.95%3.04%+0.4 bps1
NTRA1,332,751$204.28$206.23$272.25M$274.85M+0.95%2.87%+0.0 bps1
ALAB1,032,441$144.34$129.32$149.02M$133.52M-10.41%2.71%-0.3 bps1
KVUE12,042,708$16.66$18.70$200.63M$225.2M+12.24%2.62%+0.3 bps1
DIS1,620,405$105.80$105.45$171.44M$170.87M-0.33%2.48%-0.0 bps1
ASML190,394$1006.98$1406.61$191.72M$267.81M+39.69%2.47%+1.0 bps1
BAC3,319,034$52.61$52.55$174.61M$174.42M-0.11%2.29%-0.0 bps1
TECH3,012,654$59.38$59.93$178.89M$180.55M+0.93%2.24%+0.0 bps1
SWX1,953,518$81.30$87.98$158.82M$171.87M+8.22%2.05%+0.2 bps1
AMD933,011$246.81$207.32$230.28M$193.43M-16.00%2.02%-0.3 bps1
MMSI1,610,214$85.09$81.66$137.01M$131.49M-4.03%1.79%-0.1 bps1
SHW383,437$332.18$368.89$127.37M$141.45M+11.05%1.78%+0.2 bps1
DHR642,690$221.21$212.58$142.17M$136.62M-3.90%1.71%-0.1 bps1
BTU4,562,313$28.87$34.45$131.71M$157.17M+19.33%1.62%+0.3 bps1
DKS533,000$216.35$201.25$115.31M$107.27M-6.98%1.58%-0.1 bps1
INSM656,539$193.22$148.75$126.86M$97.66M-23.02%1.27%-0.3 bps1
MNST1,341,965$71.31$81.48$95.7M$109.34M+14.26%1.21%+0.2 bps1
TEVA4,300,520$25.41$33.98$109.28M$146.13M+33.73%1.16%+0.4 bps1
SCHW870,072$94.39$93.72$82.13M$81.54M-0.71%1.11%-0.0 bps1
CVNA217,552$318.31$342.87$69.25M$74.59M+7.72%1.10%+0.1 bps1
Z1,031,622$68.80$43.45$70.98M$44.82M-36.85%1.06%-0.4 bps1
GFL1,586,998$44.34$43.31$70.37M$68.73M-2.32%1.01%-0.0 bps1
ACHC3,006,505$16.02$16.77$48.16M$50.42M+4.68%1.00%+0.0 bps1
CART1,989,924$41.05$36.30$81.69M$72.23M-11.57%0.98%-0.1 bps1
CPNG2,073,752$28.22$16.98$58.52M$35.21M-39.83%0.89%-0.4 bps1
SNOW281,903$257.02$182.29$72.45M$51.39M-29.08%0.85%-0.2 bps1
WVE8,391,856$7.08$12.68$59.41M$106.41M+79.10%0.82%+0.7 bps1
MIR2,588,579$24.91$22.51$64.48M$58.27M-9.63%0.81%-0.1 bps1
CELH1,031,603$42.79$44.68$44.14M$46.09M+4.42%0.79%+0.0 bps1
RBLX411,547$102.28$63.17$42.09M$26M-38.24%0.76%-0.3 bps1
CCL1,912,372$26.02$31.77$49.76M$60.76M+22.10%0.74%+0.2 bps1
DDOG341,412$185.01$125.20$63.16M$42.74M-32.33%0.65%-0.2 bps1
VRDN2,212,701$28.77$27.90$63.66M$61.73M-3.02%0.64%-0.0 bps1
PCVX1,289,567$48.69$54.10$62.79M$69.77M+11.11%0.62%+0.1 bps1
NAMS1,504,747$38.35$34.63$57.71M$52.11M-9.70%0.57%-0.1 bps1
MDB136,932$352.61$368.40$48.28M$50.45M+4.48%0.57%+0.0 bps1
MELI17,197$2048.89$1988.26$35.23M$34.19M-2.96%0.54%-0.0 bps1
PRMB1,689,881$16.42$18.76$27.75M$31.7M+14.25%0.50%+0.1 bps1
FLUT133,952$198.58$125.17$26.6M$16.77M-36.97%0.46%-0.2 bps1
RCKT8,468,344$3.05$3.27$25.83M$27.69M+7.21%0.37%+0.0 bps1
SAIL966,050$19.92$15.92$19.24M$15.38M-20.08%0.29%-0.1 bps1
IVVD18,970,913$2.35$1.56$44.58M$29.59M-33.62%0.28%-0.1 bps1
EVH2,395,284$4.18$2.79$10.01M$6.68M-33.25%0.27%-0.1 bps1
STUB931,473$14.87$9.23$13.85M$8.6M-37.93%0.21%-0.1 bps1
NTSK465,736$19.87$11.89$9.25M$5.54M-40.16%0.14%-0.1 bps1
REAL931,549$13.85$11.45$12.9M$10.67M-17.33%0.13%-0.0 bps1
TJX60,964$146.08$154.46$8.91M$9.42M+5.74%0.12%+0.0 bps1
LTH317,846$25.45$29.06$8.09M$9.24M+14.18%0.12%+0.0 bps1
BKNG1,588$5048.01$4140.60$8.02M$6.58M-17.98%0.11%-0.0 bps1
KTB104,495$71.91$67.46$7.51M$7.05M-6.19%0.11%-0.0 bps1
ROST54,111$160.58$196.54$8.69M$10.63M+22.39%0.11%+0.0 bps1
FWRG514,259$16.97$15.37$8.73M$7.9M-9.43%0.11%-0.0 bps1
ELF51,751$73.51$81.50$3.8M$4.22M+10.87%0.09%+0.0 bps1
CHWY168,205$33.53$24.23$5.64M$4.08M-27.74%0.09%-0.0 bps1
GUTS4,248,492$1.26$0.42$5.35M$1.78M-66.83%0.09%-0.1 bps1
PAG37,118$159.09$171.35$5.91M$6.36M+7.71%0.09%+0.0 bps1
WMK87,204$66.86$74.48$5.83M$6.49M+11.40%0.08%+0.0 bps1
MGM179,065$32.47$34.14$5.81M$6.11M+5.14%0.08%+0.0 bps1
CROX72,658$73.39$96.88$5.33M$7.04M+32.01%0.08%+0.0 bps1
POOL19,535$242.32$265.83$4.73M$5.19M+9.70%0.08%+0.0 bps1
BKE102,664$56.20$53.45$5.77M$5.49M-4.89%0.08%-0.0 bps1
COCO132,033$43.85$56.58$5.79M$7.47M+29.03%0.08%+0.0 bps1
REYN225,555$24.23$23.73$5.47M$5.35M-2.06%0.07%-0.0 bps1
WINA10,763$422.15$455.77$4.54M$4.91M+7.96%0.07%+0.0 bps1
BBWI198,001$22.00$24.07$4.36M$4.77M+9.41%0.07%+0.0 bps1
AEO291,722$17.56$25.48$5.12M$7.43M+45.10%0.07%+0.0 bps1
CAKE90,552$44.94$58.67$4.07M$5.31M+30.55%0.07%+0.0 bps1
H34,735$152.30$165.39$5.29M$5.74M+8.59%0.07%+0.0 bps1
WSM24,836$182.24$214.57$4.53M$5.33M+17.74%0.07%+0.0 bps1
BLMN663,031$6.77$6.25$4.49M$4.14M-7.68%0.06%-0.0 bps1
LEVI198,611$21.41$21.91$4.25M$4.35M+2.34%0.06%+0.0 bps1
M257,456$19.99$21.63$5.15M$5.57M+8.20%0.06%+0.0 bps1
DRI23,231$173.83$211.50$4.04M$4.91M+21.67%0.06%+0.0 bps1
SFD187,805$21.47$25.14$4.03M$4.72M+17.09%0.06%+0.0 bps1
VITL106,277$32.18$28.41$3.42M$3.02M-11.72%0.06%-0.0 bps1
EVGO895,419$2.94$2.92$2.63M$2.61M-0.68%0.06%-0.0 bps1
WRBY153,707$16.96$22.46$2.61M$3.45M+32.43%0.06%+0.0 bps1
SONO252,865$16.56$15.51$4.19M$3.92M-6.34%0.05%-0.0 bps1
TDUP422,994$7.48$4.70$3.16M$1.99M-37.17%0.05%-0.0 bps1
LZB115,293$30.36$38.34$3.5M$4.42M+26.28%0.05%+0.0 bps1
ARMK102,387$38.03$38.98$3.89M$3.99M+2.50%0.05%+0.0 bps1
SMPL155,823$19.75$15.95$3.08M$2.49M-19.24%0.05%-0.0 bps1
TSN69,780$53.98$63.94$3.77M$4.46M+18.45%0.05%+0.0 bps1
UDMY536,883$5.18$4.70$2.78M$2.52M-9.27%0.05%-0.0 bps1
PG24,110$147.67$160.07$3.56M$3.86M+8.40%0.05%+0.0 bps1
DIN149,210$26.49$31.73$3.95M$4.73M+19.78%0.05%+0.0 bps1
ULTA6,716$529.34$683.40$3.56M$4.59M+29.10%0.05%+0.0 bps1
SJM33,138$109.14$110.53$3.62M$3.66M+1.27%0.05%+0.0 bps1
AZO827$3856.87$3858.16$3.19M$3.19M+0.03%0.05%+0.0 bps1
SMA93,596$32.71$32.85$3.06M$3.07M+0.43%0.05%+0.0 bps1
AFRM48,110$70.51$49.81$3.39M$2.4M-29.36%0.05%-0.0 bps1
FDX14,898$215.60$301.95$3.21M$4.5M+40.05%0.05%+0.0 bps1
TRIP215,859$14.96$9.61$3.23M$2.07M-35.76%0.05%-0.0 bps1
UPS42,005$95.98$119.24$4.03M$5.01M+24.23%0.05%+0.0 bps1
BMBL576,121$3.60$2.75$2.07M$1.58M-23.61%0.05%-0.0 bps1
CRI124,255$32.47$40.05$4.03M$4.98M+23.34%0.05%+0.0 bps1
SIRI150,253$21.51$21.29$3.23M$3.2M-1.02%0.05%-0.0 bps1
ALL16,264$214.30$207.51$3.49M$3.37M-3.17%0.05%-0.0 bps1
NYT60,766$63.94$72.94$3.89M$4.43M+14.08%0.05%+0.0 bps1
AS100,419$30.37$39.81$3.05M$4M+31.08%0.05%+0.0 bps1
GOOGL14,308$276.41$305.72$3.95M$4.37M+10.60%0.05%+0.0 bps1
ROL59,099$58.22$58.06$3.44M$3.43M-0.27%0.05%-0.0 bps1
PSA12,013$274.26$300.35$3.29M$3.61M+9.51%0.05%+0.0 bps1
DGX18,178$186.95$206.87$3.4M$3.76M+10.66%0.05%+0.0 bps1
ZM41,901$84.22$92.60$3.53M$3.88M+9.95%0.05%+0.0 bps1
MSGE76,139$46.00$62.51$3.5M$4.76M+35.89%0.05%+0.0 bps1
TRUP79,591$37.74$27.96$3M$2.23M-25.91%0.05%-0.0 bps1
UPWK184,755$16.48$13.23$3.04M$2.44M-19.72%0.05%-0.0 bps1
SHAK36,385$90.54$88.15$3.29M$3.21M-2.64%0.05%-0.0 bps1
VVV94,381$31.44$38.53$2.97M$3.64M+22.55%0.05%+0.0 bps1
AD67,703$45.88$50.88$3.11M$3.44M+10.90%0.05%+0.0 bps1
FERG14,734$242.80$261.36$3.58M$3.85M+7.64%0.04%+0.0 bps1
LMND61,849$70.49$63.76$4.36M$3.94M-9.55%0.04%-0.0 bps1
MNRO181,144$17.42$23.81$3.16M$4.31M+36.68%0.04%+0.0 bps1
CABO18,181$107.73$113.58$1.96M$2.06M+5.43%0.04%+0.0 bps1
YOU94,464$36.65$32.50$3.46M$3.07M-11.32%0.04%-0.0 bps1
RL10,067$331.48$369.18$3.34M$3.72M+11.37%0.04%+0.0 bps1
SIG32,863$101.01$90.09$3.32M$2.96M-10.81%0.04%-0.0 bps1
TPB31,792$101.22$131.77$3.22M$4.19M+30.18%0.04%+0.0 bps1
ROKU31,117$99.77$90.06$3.1M$2.8M-9.73%0.04%-0.0 bps1
CLX24,659$103.68$125.94$2.56M$3.11M+21.47%0.04%+0.0 bps1
MNSO133,094$21.38$19.27$2.85M$2.56M-9.87%0.04%-0.0 bps1
SAM14,039$198.24$247.57$2.78M$3.48M+24.88%0.04%+0.0 bps1
CAL225,743$10.31$11.81$2.33M$2.67M+14.55%0.04%+0.0 bps1
LH10,149$266.89$282.63$2.71M$2.87M+5.90%0.04%+0.0 bps1
AAPL11,051$272.41$255.78$3.01M$2.83M-6.10%0.04%-0.0 bps1
PLAY151,249$14.15$14.85$2.14M$2.25M+4.95%0.04%+0.0 bps1
UL45,904$66.71$74.59$3.06M$3.42M+11.81%0.04%+0.0 bps1
BLCO177,766$15.60$17.03$2.77M$3.03M+9.17%0.04%+0.0 bps1
MO40,425$58.19$67.25$2.35M$2.72M+15.57%0.04%+0.0 bps1
BBY34,830$75.72$65.80$2.64M$2.29M-13.10%0.04%-0.0 bps1
PENN131,710$14.60$11.76$1.92M$1.55M-19.45%0.03%-0.0 bps1
EXR17,885$132.91$146.36$2.38M$2.62M+10.12%0.03%+0.0 bps1
BG30,829$96.01$122.53$2.96M$3.78M+27.62%0.03%+0.0 bps1
ORLY23,101$98.80$96.66$2.28M$2.23M-2.17%0.03%-0.0 bps1
NCLH100,561$18.29$21.49$1.84M$2.16M+17.50%0.03%+0.0 bps1
VSCO89,964$35.70$58.54$3.21M$5.27M+63.98%0.03%+0.0 bps1
BYRN108,218$17.28$12.51$1.87M$1.35M-27.60%0.03%-0.0 bps1
MDLZ38,388$56.86$62.59$2.18M$2.4M+10.08%0.03%+0.0 bps1
BTI44,918$54.13$59.50$2.43M$2.67M+9.92%0.03%+0.0 bps1
CL29,582$78.05$96.67$2.31M$2.86M+23.86%0.03%+0.0 bps1
DPZ5,453$410.16$375.50$2.24M$2.05M-8.45%0.03%-0.0 bps1
SFIX536,780$4.25$3.65$2.28M$1.96M-14.12%0.03%-0.0 bps1
PEP16,067$145.85$165.94$2.34M$2.67M+13.77%0.03%+0.0 bps1
FIVE14,423$147.05$205.93$2.12M$2.97M+40.04%0.03%+0.0 bps1
LRCX16,560$148.26$235.53$2.46M$3.9M+58.86%0.03%+0.0 bps1
EYE74,684$23.70$28.22$1.77M$2.11M+19.07%0.03%+0.0 bps1
LULU12,241$170.68$176.42$2.09M$2.16M+3.36%0.03%+0.0 bps1
CAVA35,440$47.22$63.50$1.67M$2.25M+34.48%0.03%+0.0 bps1
GT281,027$7.56$9.44$2.12M$2.65M+24.87%0.03%+0.0 bps1
EL22,901$88.18$108.24$2.02M$2.48M+22.75%0.03%+0.0 bps1
QDEL68,311$21.34$23.58$1.46M$1.61M+10.50%0.03%+0.0 bps1
CHH18,447$95.05$110.04$1.75M$2.03M+15.77%0.03%+0.0 bps1
CHD22,556$84.10$101.45$1.9M$2.29M+20.63%0.03%+0.0 bps1
FND26,705$60.02$70.20$1.6M$1.87M+16.96%0.03%+0.0 bps1
TSCO34,060$55.42$55.03$1.89M$1.87M-0.70%0.03%-0.0 bps1
GDDY13,841$129.70$89.12$1.8M$1.23M-31.29%0.03%-0.0 bps1
AN8,533$196.60$201.76$1.68M$1.72M+2.62%0.03%+0.0 bps1
AMBQ59,248$24.66$29.59$1.46M$1.75M+19.99%0.02%+0.0 bps1
GPC12,760$127.26$147.16$1.62M$1.88M+15.64%0.02%+0.0 bps1
KHC65,900$24.85$24.80$1.64M$1.63M-0.20%0.02%+0.0 bps1
KDP66,455$27.13$29.69$1.8M$1.97M+9.44%0.02%+0.0 bps1
FTDR24,677$51.14$56.64$1.26M$1.4M+10.75%0.02%+0.0 bps1
GO100,827$11.25$10.28$1.13M$1.04M-8.62%0.02%-0.0 bps1
BUD26,800$63.83$80.39$1.71M$2.15M+25.94%0.02%+0.0 bps1
DASH5,700$206.96$160.34$1.18M$913.94K-22.53%0.02%-0.0 bps1
CRBU652,542$1.99$1.58$1.3M$1.03M-20.60%0.02%-0.0 bps1
CASY2,687$538.19$665.86$1.45M$1.79M+23.72%0.02%+0.0 bps1
HRL59,118$22.64$23.78$1.34M$1.41M+5.04%0.02%+0.0 bps1
KO21,689$71.16$78.68$1.54M$1.71M+10.57%0.02%+0.0 bps1
DAVE6,926$205.30$177.28$1.42M$1.23M-13.65%0.02%-0.0 bps1
GRND86,005$14.01$10.08$1.2M$866.93K-28.05%0.02%-0.0 bps1
BOOT7,155$173.13$187.99$1.24M$1.35M+8.58%0.02%+0.0 bps1
STZ8,755$129.16$149.30$1.13M$1.31M+15.59%0.02%+0.0 bps1
LIF10,008$70.06$49.31$701.16K$493.49K-29.62%0.01%-0.0 bps1
NVS8,222$131.26$163.10$1.08M$1.34M+24.26%0.01%+0.0 bps1
DUOL3,134$185.07$112.57$580.01K$352.79K-39.17%0.01%-0.0 bps1
DEO10,446$94.60$99.17$988.19K$1.04M+4.83%0.01%+0.0 bps1
ADT109,955$8.26$7.74$908.23K$851.05K-6.30%0.01%-0.0 bps1
CZR35,323$19.78$18.14$698.69K$640.76K-8.29%0.01%-0.0 bps1
LOW3,713$227.85$287.39$846.01K$1.07M+26.13%0.01%+0.0 bps1
ASO16,155$44.72$58.56$722.45K$946.04K+30.95%0.01%+0.0 bps1
PRGO32,328$13.78$14.54$445.48K$470.05K+5.52%0.01%+0.0 bps1
BRBR18,852$26.96$17.87$508.25K$336.89K-33.72%0.01%-0.0 bps1
EAT5,202$113.19$161.07$588.81K$837.89K+42.30%0.01%+0.0 bps1
ELAN31,315$21.09$25.13$660.43K$786.95K+19.16%0.01%+0.0 bps1
INTU589$662.41$399.40$390.16K$235.25K-39.70%0.01%-0.0 bps1
BBW3,234$48.70$50.14$157.5K$162.15K+2.96%0.00%+0.0 bps1
CRIS49,554$1.33$1.15$65.91K$56.99K-13.53%0.00%+0.0 bps1
TPX1.30%0
CDTX0.54%0
GPS0.05%0
MODG0.05%0
Top 5 (by entry value)(5)$2.03B$1.94B-4.60%
Total(197)$7.48B$7.55B+0.93%

2025-08-142025-11-14

238 of 249 priced97.21% coverage
+8.72%
Holdings from Q2 2025 disclosure · accession 0000947871-25-000775 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
NVDA2,960,996$182.02$190.17$538.96M$563.09M+4.48%7.18%+0.3 bps1
AMZN2,060,443$230.98$234.69$475.92M$483.57M+1.61%6.94%+0.1 bps1
TSM1,760,017$241.00$284.82$424.16M$501.29M+18.18%6.12%+1.1 bps1
MSFT753,404$522.48$510.18$393.64M$384.37M-2.35%5.75%-0.1 bps1
NU21,737,851$12.01$15.82$261.07M$343.89M+31.72%4.58%+1.5 bps1
PM1,481,478$165.27$155.43$244.84M$230.27M-5.95%4.14%-0.2 bps1
NTRA1,489,707$158.44$204.28$236.03M$304.32M+28.93%3.86%+1.1 bps1
COF1,114,960$221.08$211.15$246.5M$235.42M-4.49%3.64%-0.2 bps1
KVUE10,408,055$21.06$16.66$219.19M$173.4M-20.89%3.34%-0.7 bps1
DIS1,508,487$116.31$105.80$175.45M$159.6M-9.04%2.87%-0.3 bps1
AMD1,172,044$180.95$246.81$212.08M$289.27M+36.40%2.55%+0.9 bps1
BAC3,197,214$47.71$52.61$152.54M$168.21M+10.27%2.32%+0.2 bps1
CCL5,376,870$30.25$26.02$162.65M$139.91M-13.98%2.32%-0.3 bps1
SWX1,993,671$79.47$81.30$158.44M$162.09M+2.30%2.28%+0.1 bps1
GFL2,800,456$50.20$44.34$140.58M$124.17M-11.67%2.17%-0.3 bps1
MU1,096,930$125.29$246.83$137.43M$270.76M+97.01%2.08%+2.0 bps1
MMSI1,379,408$85.22$85.09$117.55M$117.37M-0.15%1.98%-0.0 bps1
SNOW540,079$194.90$257.02$105.26M$138.81M+31.87%1.86%+0.6 bps1
MIR5,308,038$20.64$24.91$109.56M$132.22M+20.69%1.75%+0.4 bps1
CART2,168,964$43.88$41.05$95.16M$89.04M-6.44%1.51%-0.1 bps1
ALAB1,032,441$190.69$144.34$196.88M$149.02M-24.31%1.43%-0.3 bps1
HII386,533$267.46$313.97$103.38M$121.36M+17.39%1.43%+0.2 bps1
FLUT296,012$288.77$198.58$85.48M$58.78M-31.23%1.30%-0.4 bps1
INSM804,133$127.75$193.22$102.73M$155.37M+51.25%1.24%+0.6 bps1
WBD6,797,230$11.78$23.03$80.07M$156.54M+95.50%1.20%+1.1 bps1
DHR372,126$210.22$221.21$78.23M$82.32M+5.23%1.13%+0.1 bps1
TEVA4,377,690$17.54$25.41$76.78M$111.24M+44.87%1.13%+0.5 bps1
PRMB2,431,869$24.57$16.42$59.75M$39.93M-33.17%1.11%-0.4 bps1
UNH226,153$271.49$321.86$61.4M$72.79M+18.55%1.08%+0.2 bps1
DDOG516,079$124.52$185.01$64.26M$95.48M+48.58%1.06%+0.5 bps1
CPNG2,102,777$28.33$28.22$59.57M$59.34M-0.39%0.97%-0.0 bps1
ACHC2,553,237$20.66$16.02$52.75M$40.9M-22.46%0.89%-0.2 bps1
LULU227,110$195.19$170.68$44.33M$38.76M-12.56%0.83%-0.1 bps1
WVE8,261,683$8.91$7.08$73.61M$58.49M-20.54%0.82%-0.2 bps1
LLY58,901$684.43$1025.28$40.31M$60.39M+49.80%0.71%+0.4 bps1
EVR169,745$313.41$307.75$53.2M$52.24M-1.81%0.70%-0.0 bps1
MELI17,492$2319.80$2048.89$40.58M$35.84M-11.68%0.70%-0.1 bps1
CRWV267,740$99.50$77.36$26.64M$20.71M-22.26%0.67%-0.1 bps1
PCVX1,310,605$31.43$48.69$41.19M$63.81M+54.92%0.65%+0.4 bps1
RBLX394,875$125.28$102.28$49.47M$40.39M-18.36%0.64%-0.1 bps1
LPLA99,507$355.96$370.59$35.42M$36.88M+4.11%0.57%+0.0 bps1
VRDN2,257,010$18.44$28.77$41.62M$64.93M+56.02%0.48%+0.3 bps1
NAMS1,531,874$25.17$38.35$38.56M$58.75M+52.36%0.43%+0.2 bps1
SAIL966,050$19.83$19.92$19.16M$19.24M+0.45%0.34%+0.0 bps1
RCKT8,363,813$3.03$3.05$25.34M$25.51M+0.66%0.31%+0.0 bps1
EVH1,392,524$8.82$4.18$12.28M$5.82M-52.61%0.24%-0.1 bps1
HLT33,004$270.34$269.67$8.92M$8.9M-0.25%0.14%-0.0 bps1
OLLI65,436$131.90$124.67$8.63M$8.16M-5.48%0.13%-0.0 bps1
SHAK61,138$105.64$90.54$6.46M$5.54M-14.29%0.13%-0.0 bps1
IVVD10,229,118$0.80$2.35$8.17M$24.04M+194.12%0.11%+0.2 bps1
LOW31,880$253.05$227.85$8.07M$7.26M-9.96%0.11%-0.0 bps1
GUTS4,248,492$0.98$1.26$4.15M$5.35M+28.97%0.11%+0.0 bps1
DPZ13,907$450.59$410.16$6.27M$5.7M-8.97%0.10%-0.0 bps1
SMA161,950$34.79$32.71$5.63M$5.3M-5.98%0.09%-0.0 bps1
CNK192,189$25.33$29.88$4.87M$5.74M+17.96%0.09%+0.0 bps1
CHWY131,653$38.94$33.53$5.13M$4.41M-13.89%0.09%-0.0 bps1
TSCO100,119$59.69$55.42$5.98M$5.55M-7.15%0.08%-0.0 bps1
DOCU65,829$69.00$67.76$4.54M$4.46M-1.80%0.08%-0.0 bps1
EFX19,728$248.07$207.15$4.89M$4.09M-16.50%0.08%-0.0 bps1
ORLY56,039$101.50$98.80$5.69M$5.54M-2.66%0.08%-0.0 bps1
BLMN563,966$7.26$6.77$4.09M$3.82M-6.75%0.07%-0.0 bps1
ULTA10,324$526.18$529.34$5.43M$5.46M+0.60%0.07%+0.0 bps1
GPC39,391$137.77$127.26$5.43M$5.01M-7.63%0.07%-0.0 bps1
CPRI268,392$21.36$21.70$5.73M$5.82M+1.59%0.07%+0.0 bps1
GOOGL26,637$202.94$276.41$5.41M$7.36M+36.20%0.07%+0.0 bps1
ARHS541,052$12.37$9.03$6.69M$4.89M-27.00%0.07%-0.0 bps1
OSCR213,095$14.68$13.88$3.13M$2.96M-5.45%0.07%-0.0 bps1
HD12,454$400.32$362.36$4.99M$4.51M-9.48%0.07%-0.0 bps1
YOU162,366$33.79$36.65$5.49M$5.95M+8.46%0.07%+0.0 bps1
DIN183,917$21.58$26.49$3.97M$4.87M+22.75%0.07%+0.0 bps1
FWRG278,075$17.86$16.97$4.97M$4.72M-4.98%0.07%-0.0 bps1
CMG78,910$43.17$31.57$3.41M$2.49M-26.87%0.07%-0.0 bps1
SG296,237$9.15$6.12$2.71M$1.81M-33.11%0.07%-0.0 bps1
ALL21,391$208.70$214.30$4.46M$4.58M+2.68%0.07%+0.0 bps1
AAL368,638$12.82$12.76$4.73M$4.7M-0.47%0.06%-0.0 bps1
EBAY54,164$98.48$83.85$5.33M$4.54M-14.86%0.06%-0.0 bps1
ROKU44,848$87.51$99.77$3.92M$4.47M+14.01%0.06%+0.0 bps1
WRBY179,628$26.85$16.96$4.82M$3.05M-36.83%0.06%-0.0 bps1
TDUP525,270$10.51$7.48$5.52M$3.93M-28.83%0.06%-0.0 bps1
WMK53,049$70.14$66.86$3.72M$3.55M-4.68%0.06%-0.0 bps1
CAKE60,891$63.37$44.94$3.86M$2.74M-29.08%0.06%-0.0 bps1
YETI121,097$33.91$37.30$4.11M$4.52M+10.00%0.06%+0.0 bps1
W74,110$79.05$101.94$5.86M$7.55M+28.96%0.06%+0.0 bps1
AFRM52,206$77.02$70.51$4.02M$3.68M-8.45%0.06%-0.0 bps1
ABNB26,738$124.64$122.02$3.33M$3.26M-2.10%0.05%-0.0 bps1
PLAY117,308$25.99$14.15$3.05M$1.66M-45.56%0.05%-0.0 bps1
KTB52,947$69.97$71.91$3.7M$3.81M+2.77%0.05%+0.0 bps1
BYRN111,794$19.83$17.28$2.22M$1.93M-12.86%0.05%-0.0 bps1
LIF51,468$85.33$70.06$4.39M$3.61M-17.90%0.05%-0.0 bps1
DASH13,288$247.44$206.96$3.29M$2.75M-16.36%0.05%-0.0 bps1
DG27,936$114.70$104.30$3.2M$2.91M-9.07%0.05%-0.0 bps1
WSM19,394$205.44$182.24$3.98M$3.53M-11.29%0.05%-0.0 bps1
TCOM52,569$60.31$72.03$3.17M$3.79M+19.43%0.05%+0.0 bps1
PSA10,044$280.89$274.26$2.82M$2.75M-2.36%0.05%-0.0 bps1
VVV77,371$39.40$31.44$3.05M$2.43M-20.20%0.05%-0.0 bps1
PLNT26,366$104.84$105.91$2.76M$2.79M+1.02%0.04%+0.0 bps1
BBW53,299$55.71$48.70$2.97M$2.6M-12.58%0.04%-0.0 bps1
BKE59,946$56.07$56.20$3.36M$3.37M+0.23%0.04%+0.0 bps1
DLTR27,183$114.63$104.75$3.12M$2.85M-8.62%0.04%-0.0 bps1
FIVE19,460$134.36$147.05$2.61M$2.86M+9.44%0.04%+0.0 bps1
LTH83,394$27.41$25.45$2.29M$2.12M-7.15%0.04%-0.0 bps1
URBN32,655$77.29$61.46$2.52M$2.01M-20.48%0.04%-0.0 bps1
GRPN70,667$29.35$18.54$2.07M$1.31M-36.83%0.04%-0.0 bps1
KRUS27,267$78.03$45.49$2.13M$1.24M-41.70%0.04%-0.0 bps1
AAPL11,229$232.78$272.41$2.61M$3.06M+17.02%0.04%+0.0 bps1
REAL463,493$7.87$13.85$3.65M$6.42M+75.98%0.03%+0.0 bps1
UPS21,314$88.55$95.98$1.89M$2.05M+8.39%0.03%+0.0 bps1
FDX9,328$186.20$215.60$1.74M$2.01M+15.79%0.03%+0.0 bps1
ROST16,014$147.38$160.58$2.36M$2.57M+8.96%0.03%+0.0 bps1
EXR13,801$136.63$132.91$1.89M$1.83M-2.72%0.03%-0.0 bps1
DRI9,152$206.06$173.83$1.89M$1.59M-15.64%0.03%-0.0 bps1
UAA288,398$4.92$4.53$1.42M$1.31M-7.93%0.03%-0.0 bps1
LYFT120,484$14.62$23.14$1.76M$2.79M+58.28%0.03%+0.0 bps1
SCVL101,599$20.77$17.35$2.11M$1.76M-16.47%0.03%-0.0 bps1
SEZL10,399$91.47$52.14$951.2K$542.2K-43.00%0.03%-0.0 bps1
INTU2,358$710.64$662.41$1.68M$1.56M-6.79%0.03%-0.0 bps1
AZO473$3992.48$3856.87$1.89M$1.82M-3.40%0.03%-0.0 bps1
PGR6,598$250.95$225.18$1.66M$1.49M-10.27%0.03%-0.0 bps1
SFM10,419$143.41$81.79$1.49M$852.17K-42.97%0.03%-0.0 bps1
MTCH54,628$38.66$32.28$2.11M$1.76M-16.50%0.03%-0.0 bps1
NYT30,109$60.13$63.94$1.81M$1.93M+6.34%0.03%+0.0 bps1
UBER18,058$91.40$91.62$1.65M$1.65M+0.24%0.03%+0.0 bps1
LRCX16,438$107.38$148.26$1.77M$2.44M+38.07%0.02%+0.0 bps1
AD24,540$76.09$45.88$1.87M$1.13M-39.70%0.02%-0.0 bps1
LEVI80,208$20.73$21.41$1.66M$1.72M+3.28%0.02%+0.0 bps1
CASY2,897$508.18$538.19$1.47M$1.56M+5.91%0.02%+0.0 bps1
CRIS681,381$1.68$1.33$1.14M$906.24K-20.83%0.02%-0.0 bps1
SFIX395,356$4.87$4.25$1.93M$1.68M-12.73%0.02%-0.0 bps1
ACI64,941$19.06$18.21$1.24M$1.18M-4.46%0.02%-0.0 bps1
WINA3,498$428.54$422.15$1.5M$1.48M-1.49%0.02%-0.0 bps1
WH15,663$88.77$72.08$1.39M$1.13M-18.80%0.02%-0.0 bps1
PAGS131,416$8.75$9.39$1.15M$1.23M+7.31%0.02%+0.0 bps1
CHTR3,040$263.20$203.10$800.13K$617.42K-22.83%0.02%-0.0 bps1
BJ11,455$102.86$94.38$1.18M$1.08M-8.24%0.02%-0.0 bps1
KR17,214$69.23$66.71$1.19M$1.15M-3.64%0.02%-0.0 bps1
THC6,729$172.36$192.91$1.16M$1.3M+11.92%0.02%+0.0 bps1
OXM29,117$44.70$35.01$1.3M$1.02M-21.68%0.02%-0.0 bps1
EMBJ20,495$59.78$62.88$1.23M$1.29M+5.19%0.02%+0.0 bps1
ETD41,633$29.75$22.50$1.24M$936.74K-24.37%0.02%-0.0 bps1
MAR4,212$266.55$285.72$1.12M$1.2M+7.19%0.02%+0.0 bps1
GXO23,351$53.63$49.53$1.25M$1.16M-7.64%0.02%-0.0 bps1
ERO66,510$13.89$21.52$923.82K$1.43M+54.93%0.02%+0.0 bps1
LMND24,594$58.52$70.49$1.44M$1.73M+20.45%0.02%+0.0 bps1
FCX24,374$42.28$40.16$1.03M$978.86K-5.01%0.02%-0.0 bps1
NWG72,055$15.17$15.86$1.09M$1.14M+4.55%0.02%+0.0 bps1
ATKR14,371$59.19$65.01$850.62K$934.26K+9.83%0.02%+0.0 bps1
OI68,741$13.67$13.19$939.69K$906.69K-3.51%0.02%-0.0 bps1
ALLY25,826$38.89$39.29$1M$1.01M+1.03%0.02%+0.0 bps1
ROL17,752$57.42$58.22$1.02M$1.03M+1.39%0.02%+0.0 bps1
CXW47,299$20.46$17.19$967.74K$813.07K-15.98%0.02%-0.0 bps1
ADSK3,146$283.75$299.39$892.68K$941.88K+5.51%0.02%+0.0 bps1
WCC5,263$210.81$256.75$1.11M$1.35M+21.79%0.02%+0.0 bps1
EGO47,294$22.46$27.91$1.06M$1.32M+24.27%0.01%+0.0 bps1
PRM68,499$18.52$25.33$1.27M$1.74M+36.77%0.01%+0.0 bps1
BJRI20,876$35.46$36.50$740.26K$761.97K+2.93%0.01%+0.0 bps1
FLEX18,683$49.44$59.99$923.69K$1.12M+21.34%0.01%+0.0 bps1
AN4,495$208.00$196.60$934.96K$883.72K-5.48%0.01%-0.0 bps1
ILMN9,351$100.09$120.67$935.94K$1.13M+20.56%0.01%+0.0 bps1
TRMB11,624$83.67$77.56$972.58K$901.56K-7.30%0.01%-0.0 bps1
MHK8,308$128.88$106.96$1.07M$888.62K-17.01%0.01%-0.0 bps1
WBS15,889$58.43$56.43$928.39K$896.62K-3.42%0.01%-0.0 bps1
CIEN10,546$91.42$191.71$964.12K$2.02M+109.70%0.01%+0.0 bps1
HPE42,113$21.32$22.83$897.85K$961.44K+7.08%0.01%+0.0 bps1
LLYVK10,586$93.18$83.59$986.4K$884.88K-10.29%0.01%-0.0 bps1
GEO35,528$20.76$15.22$737.56K$540.74K-26.69%0.01%-0.0 bps1
HAS11,543$80.55$77.71$929.79K$897.01K-3.53%0.01%-0.0 bps1
TECK21,105$32.27$41.11$681.06K$867.63K+27.39%0.01%+0.0 bps1
LYG198,538$4.58$4.82$909.3K$956.95K+5.24%0.01%+0.0 bps1
VYX71,414$12.64$10.78$902.67K$769.84K-14.72%0.01%-0.0 bps1
QSR12,636$65.18$68.68$823.61K$867.84K+5.37%0.01%+0.0 bps1
PEGA15,298$51.92$56.85$794.27K$869.69K+9.50%0.01%+0.0 bps1
PINS23,081$36.35$26.62$838.99K$614.42K-26.77%0.01%-0.0 bps1
CRBU652,542$2.00$1.99$1.31M$1.3M-0.50%0.01%-0.0 bps1
SPOT1,067$698.50$635.75$745.3K$678.35K-8.98%0.01%-0.0 bps1
PFSI8,073$108.41$127.02$875.19K$1.03M+17.17%0.01%+0.0 bps1
BOOT5,251$162.47$173.13$853.13K$909.11K+6.56%0.01%+0.0 bps1
PVH11,721$76.11$77.75$892.09K$911.31K+2.15%0.01%+0.0 bps1
EQH14,185$54.64$44.72$775.07K$634.35K-18.16%0.01%-0.0 bps1
LBRDK7,886$60.20$47.01$474.74K$370.72K-21.91%0.01%-0.0 bps1
CZR26,975$25.53$19.78$688.67K$533.57K-22.52%0.01%-0.0 bps1
PAAS27,084$31.41$38.51$850.71K$1.04M+22.60%0.01%+0.0 bps1
BKD108,647$7.33$10.43$796.38K$1.13M+42.29%0.01%+0.0 bps1
FHN35,493$22.28$21.40$790.78K$759.55K-3.95%0.01%-0.0 bps1
SYF11,309$72.83$73.09$823.63K$826.57K+0.36%0.01%+0.0 bps1
TSEM17,299$47.24$99.26$817.2K$1.72M+110.12%0.01%+0.0 bps1
AR18,278$32.34$34.36$591.11K$628.03K+6.25%0.01%+0.0 bps1
CARG21,920$31.75$35.52$695.96K$778.6K+11.87%0.01%+0.0 bps1
AGI27,126$25.40$33.35$689K$904.65K+31.30%0.01%+0.0 bps1
TRIP54,181$18.03$14.96$976.88K$810.55K-17.03%0.01%-0.0 bps1
LIVN15,813$54.13$55.36$855.96K$875.41K+2.27%0.01%+0.0 bps1
ESTC8,249$76.42$90.83$630.39K$749.26K+18.86%0.01%+0.0 bps1
GTX65,716$12.88$16.84$846.42K$1.11M+30.75%0.01%+0.0 bps1
MTD589$1313.64$1403.08$773.73K$826.41K+6.81%0.01%+0.0 bps1
MCO1,366$521.32$479.48$712.12K$654.97K-8.03%0.01%-0.0 bps1
BHF12,634$46.68$65.78$589.76K$831.06K+40.92%0.01%+0.0 bps1
CAVA7,954$68.93$47.22$548.27K$375.59K-31.50%0.01%-0.0 bps1
RH3,492$235.10$149.41$820.97K$521.74K-36.45%0.01%-0.0 bps1
DXC42,512$13.78$12.91$585.82K$548.83K-6.31%0.01%-0.0 bps1
ZUMZ48,861$15.68$22.30$766.14K$1.09M+42.22%0.01%+0.0 bps1
NWSA21,415$29.80$26.15$638.17K$560K-12.25%0.01%-0.0 bps1
ST21,258$32.47$30.03$690.25K$638.38K-7.51%0.01%-0.0 bps1
CVLT3,638$183.35$127.38$667.03K$463.41K-30.53%0.01%-0.0 bps1
SPGI1,198$564.15$493.90$675.85K$591.69K-12.45%0.01%-0.0 bps1
ALIT110,164$3.66$2.28$403.2K$251.17K-37.70%0.01%-0.0 bps1
ICLR4,301$175.36$162.18$754.22K$697.54K-7.52%0.01%-0.0 bps1
WFRD12,334$56.48$72.20$696.62K$890.51K+27.83%0.01%+0.0 bps1
CCK5,967$101.08$97.14$603.14K$579.63K-3.90%0.01%-0.0 bps1
FTI17,746$35.60$43.69$631.76K$775.32K+22.72%0.01%+0.0 bps1
RPD26,064$20.94$14.03$545.78K$365.68K-33.00%0.01%-0.0 bps1
AXTA20,434$30.62$28.91$625.69K$590.75K-5.58%0.01%-0.0 bps1
CLVT140,095$4.31$3.46$603.81K$484.73K-19.72%0.01%-0.0 bps1
SDRL22,572$29.01$30.07$654.81K$678.74K+3.65%0.01%+0.0 bps1
SHW1,706$365.57$332.18$623.66K$566.7K-9.13%0.01%-0.0 bps1
SN5,947$119.30$88.04$709.48K$523.57K-26.20%0.01%-0.0 bps1
IFS15,402$38.71$39.64$596.21K$610.54K+2.40%0.01%+0.0 bps1
CP7,331$73.88$70.70$541.61K$518.3K-4.30%0.01%-0.0 bps1
RTO23,112$25.14$26.44$581.04K$611.08K+5.17%0.01%+0.0 bps1
GLNG13,339$40.38$38.37$538.63K$511.82K-4.98%0.01%-0.0 bps1
HUBS975$429.90$396.36$419.15K$386.45K-7.80%0.01%-0.0 bps1
CRHCF5,729$111.75$109.57$640.22K$627.73K-1.95%0.01%-0.0 bps1
TRUP9,375$49.49$37.74$463.97K$353.81K-23.74%0.01%-0.0 bps1
EXPE3,041$207.20$264.66$630.1K$804.83K+27.73%0.01%+0.0 bps1
OVV13,492$39.84$39.15$537.52K$528.21K-1.73%0.01%-0.0 bps1
SVV49,092$11.10$8.11$544.92K$398.14K-26.94%0.01%-0.0 bps1
CNR6,952$74.77$82.37$519.8K$572.64K+10.16%0.01%+0.0 bps1
DVA3,273$134.39$121.55$439.86K$397.83K-9.55%0.01%-0.0 bps1
LBTYK45,192$11.52$10.83$520.61K$489.43K-5.99%0.01%-0.0 bps1
CVE33,869$15.13$18.13$512.44K$614.04K+19.83%0.01%+0.0 bps1
FLYW38,574$12.15$13.92$468.67K$536.95K+14.57%0.01%+0.0 bps1
SU12,068$38.99$44.36$470.53K$535.34K+13.77%0.01%+0.0 bps1
GPRE73,526$8.66$9.69$636.74K$712.47K+11.89%0.01%+0.0 bps1
MBC40,293$12.71$10.15$512.12K$408.97K-20.14%0.01%-0.0 bps1
AGRO48,291$9.17$7.67$442.83K$370.39K-16.36%0.01%-0.0 bps1
WIX2,785$120.39$125.29$335.29K$348.93K+4.07%0.01%+0.0 bps1
GRND19,365$16.33$14.01$316.23K$271.3K-14.21%0.01%-0.0 bps1
BTU32,435$17.97$28.87$582.86K$936.4K+60.66%0.01%+0.0 bps1
BROS4,383$63.26$53.71$277.27K$235.41K-15.10%0.00%-0.0 bps1
COLM4,465$52.72$53.69$235.39K$239.73K+1.84%0.00%+0.0 bps1
TPX1.04%0
GPS0.84%0
VRNA0.76%0
SEAS0.06%0
BSIG0.02%0
SQ0.02%0
COOP0.02%0
AVDX0.01%0
ZI0.01%0
IGT0.01%0
CIVI0.01%0
Top 5 (by entry value)(5)$2.09B$2.28B+8.71%
Total(238)$6.56B$7.13B+8.72%

2025-05-152025-08-14

216 of 232 priced94.05% coverage
+10.85%
Holdings from Q1 2025 disclosure · accession 0000947871-25-000533 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
AMZN1,952,564$205.17$230.98$400.61M$451M+12.58%6.69%+0.8 bps1
NVDA2,830,399$134.83$182.02$381.62M$515.19M+35.00%5.53%+1.9 bps1
PM1,534,546$169.14$165.27$259.55M$253.61M-2.29%4.39%-0.1 bps1
TSM1,458,136$194.22$241.00$283.2M$351.41M+24.09%4.36%+1.1 bps1
NTRA1,634,769$149.40$158.44$244.23M$259.01M+6.05%4.16%+0.3 bps1
GFL4,301,966$49.03$50.20$210.93M$215.96M+2.39%3.74%+0.1 bps1
KVUE8,466,901$23.88$21.06$202.19M$178.31M-11.81%3.66%-0.4 bps1
NU16,693,910$13.13$12.01$219.19M$200.49M-8.53%3.08%-0.3 bps1
MSFT416,497$453.13$522.48$188.73M$217.61M+15.30%2.82%+0.4 bps1
BAC3,644,820$44.38$47.71$161.76M$173.89M+7.50%2.74%+0.2 bps1
DHR698,740$190.95$210.22$133.42M$146.89M+10.09%2.58%+0.3 bps1
MMSI1,272,511$97.57$85.22$124.16M$108.44M-12.66%2.42%-0.3 bps1
SWX1,826,557$69.18$79.47$126.36M$145.16M+14.87%2.36%+0.4 bps1
MIR8,056,109$17.11$20.64$137.84M$166.28M+20.63%2.10%+0.4 bps1
SCHW1,425,125$88.11$97.78$125.57M$139.35M+10.97%2.01%+0.2 bps1
LULU372,305$318.96$195.19$118.75M$72.67M-38.80%1.90%-0.7 bps1
LPLA320,780$381.42$355.96$122.35M$114.18M-6.68%1.89%-0.1 bps1
MNST1,748,676$62.33$64.20$108.99M$112.26M+3.00%1.84%+0.1 bps1
META174,390$643.88$782.13$112.29M$136.4M+21.47%1.81%+0.4 bps1
CCL4,652,807$23.00$30.25$107.01M$140.75M+31.52%1.64%+0.5 bps1
SNOW586,996$182.97$194.90$107.4M$114.41M+6.52%1.55%+0.1 bps1
COF475,030$197.50$221.08$93.82M$105.02M+11.94%1.53%+0.2 bps1
UNH146,918$274.35$271.49$40.31M$39.89M-1.04%1.39%-0.0 bps1
CART1,807,975$44.12$43.88$79.77M$79.32M-0.56%1.30%-0.0 bps1
MU809,170$95.45$125.29$77.24M$101.38M+31.26%1.27%+0.4 bps1
DLTR930,997$86.58$114.63$80.61M$106.72M+32.40%1.26%+0.4 bps1
PRMB1,940,075$32.16$24.57$62.39M$47.67M-23.60%1.24%-0.3 bps1
ACHC2,246,923$25.64$20.66$57.61M$46.42M-19.42%1.23%-0.2 bps1
DASH370,650$197.10$247.44$73.06M$91.71M+25.54%1.22%+0.3 bps1
WVE8,261,683$6.30$8.91$52.05M$73.61M+41.43%1.20%+0.5 bps1
SJM541,551$112.65$111.44$61.01M$60.35M-1.07%1.16%-0.0 bps1
ALAB1,032,441$92.19$190.69$95.18M$196.88M+106.84%1.11%+1.2 bps1
NFLX58,329$1177.98$1230.56$68.71M$71.78M+4.46%0.98%+0.0 bps1
FLUT228,756$244.10$288.77$55.84M$66.06M+18.30%0.91%+0.2 bps1
LRCX695,449$84.79$107.38$58.97M$74.68M+26.64%0.91%+0.2 bps1
CSCO784,698$64.26$69.30$50.42M$54.38M+7.84%0.87%+0.1 bps1
CPNG2,179,195$26.84$28.33$58.49M$61.74M+5.55%0.86%+0.0 bps1
PCVX1,208,093$30.90$31.43$37.33M$37.97M+1.72%0.82%+0.0 bps1
MELI18,924$2586.49$2319.80$48.95M$43.9M-10.31%0.67%-0.1 bps1
RCKT5,199,218$6.72$3.03$34.96M$15.75M-54.94%0.62%-0.3 bps1
INSM425,125$67.22$127.75$28.58M$54.31M+90.05%0.58%+0.5 bps1
CRWV861,816$65.77$99.50$56.68M$85.76M+51.29%0.58%+0.3 bps1
TECH522,897$48.24$53.74$25.22M$28.1M+11.40%0.55%+0.1 bps1
VRDN2,061,274$12.62$18.44$26.01M$38.01M+46.12%0.50%+0.2 bps1
MDB154,872$190.50$204.37$29.5M$31.65M+7.28%0.49%+0.0 bps1
RTO870,105$23.37$25.14$20.33M$21.87M+7.57%0.36%+0.0 bps1
SAIL966,050$18.63$19.83$18M$19.16M+6.44%0.33%+0.0 bps1
HDB175,390$73.33$73.85$12.86M$12.95M+0.71%0.21%+0.0 bps1
DPZ25,349$485.91$450.59$12.32M$11.42M-7.27%0.21%-0.0 bps1
NAMS549,469$18.70$25.17$10.28M$13.83M+34.60%0.20%+0.1 bps1
DRI52,260$209.00$206.06$10.92M$10.77M-1.41%0.20%-0.0 bps1
COST11,415$1010.47$975.39$11.53M$11.13M-3.47%0.19%-0.0 bps1
FUN257,325$36.74$26.71$9.45M$6.87M-27.30%0.17%-0.0 bps1
URBN171,216$61.74$77.29$10.57M$13.23M+25.19%0.16%+0.0 bps1
SFM54,647$161.28$143.41$8.81M$7.84M-11.08%0.15%-0.0 bps1
OLLI69,933$113.87$131.90$7.96M$9.22M+15.83%0.15%+0.0 bps1
CRI198,001$36.29$26.29$7.19M$5.21M-27.56%0.15%-0.0 bps1
GPC66,432$127.48$137.77$8.47M$9.15M+8.07%0.14%+0.0 bps1
EAT50,345$148.64$158.08$7.48M$7.96M+6.35%0.14%+0.0 bps1
TTAN71,463$125.03$101.62$8.94M$7.26M-18.72%0.12%-0.0 bps1
FIVE90,021$105.61$134.36$9.51M$12.1M+27.22%0.12%+0.0 bps1
IVVD10,958,572$0.70$0.80$7.71M$8.76M+13.49%0.12%+0.0 bps1
ABNB55,392$136.79$124.64$7.58M$6.9M-8.88%0.12%-0.0 bps1
CHWY200,849$41.47$38.94$8.33M$7.82M-6.10%0.12%-0.0 bps1
BBY88,633$72.84$71.74$6.46M$6.36M-1.51%0.12%-0.0 bps1
SG256,812$15.23$9.15$3.91M$2.35M-39.92%0.12%-0.0 bps1
AN38,685$190.69$208.00$7.38M$8.05M+9.08%0.11%+0.0 bps1
ANF80,902$79.66$97.32$6.44M$7.87M+22.17%0.11%+0.0 bps1
KMX79,042$67.90$58.14$5.37M$4.6M-14.37%0.11%-0.0 bps1
BOOT55,192$154.97$162.47$8.55M$8.97M+4.84%0.11%+0.0 bps1
GT609,752$11.04$8.53$6.73M$5.2M-22.74%0.10%-0.0 bps1
CPRI277,746$18.49$21.36$5.14M$5.93M+15.52%0.10%+0.0 bps1
NCLH287,337$19.09$24.36$5.49M$7M+27.61%0.10%+0.0 bps1
CAVA61,942$99.06$68.93$6.14M$4.27M-30.42%0.10%-0.0 bps1
FND66,108$78.40$82.38$5.18M$5.45M+5.08%0.10%+0.0 bps1
GUTS4,248,492$1.65$0.98$7.01M$4.15M-40.79%0.09%-0.0 bps1
WRBY276,274$17.57$26.85$4.85M$7.42M+52.82%0.09%+0.0 bps1
DKS24,746$179.05$222.81$4.43M$5.51M+24.44%0.09%+0.0 bps1
UAA734,831$6.54$4.92$4.81M$3.62M-24.77%0.08%-0.0 bps1
MNRO302,626$12.95$15.91$3.92M$4.81M+22.86%0.08%+0.0 bps1
AZO1,133$3758.37$3992.48$4.26M$4.52M+6.23%0.08%+0.0 bps1
VVV116,466$34.22$39.40$3.99M$4.59M+15.14%0.07%+0.0 bps1
BLMN528,309$9.05$7.26$4.78M$3.84M-19.78%0.07%-0.0 bps1
DIN154,783$24.70$21.58$3.82M$3.34M-12.63%0.06%-0.0 bps1
BJ28,802$111.39$102.86$3.21M$2.96M-7.66%0.06%-0.0 bps1
EBAY47,952$70.60$98.48$3.39M$4.72M+39.49%0.06%+0.0 bps1
MEDP10,228$296.41$458.66$3.03M$4.69M+54.74%0.06%+0.0 bps1
EXPE18,291$166.21$207.20$3.04M$3.79M+24.66%0.06%+0.0 bps1
LUV84,787$31.85$30.70$2.7M$2.6M-3.61%0.05%-0.0 bps1
ONON57,710$60.25$44.21$3.48M$2.55M-26.62%0.05%-0.0 bps1
WIX13,539$182.91$120.39$2.48M$1.63M-34.18%0.04%-0.0 bps1
TJX17,785$133.04$132.95$2.37M$2.36M-0.07%0.04%+0.0 bps1
W67,216$38.75$79.05$2.6M$5.31M+104.00%0.04%+0.0 bps1
HRB37,265$56.73$49.37$2.11M$1.84M-12.97%0.04%-0.0 bps1
JBL14,993$166.53$217.40$2.5M$3.26M+30.55%0.04%+0.0 bps1
AMD19,651$114.99$180.95$2.26M$3.56M+57.36%0.04%+0.0 bps1
NTAP22,923$99.82$109.56$2.29M$2.51M+9.76%0.04%+0.0 bps1
NTNX28,736$80.66$68.61$2.32M$1.97M-14.94%0.04%-0.0 bps1
BROS31,633$71.63$63.26$2.27M$2M-11.69%0.04%-0.0 bps1
SIG32,981$67.03$82.80$2.21M$2.73M+23.53%0.03%+0.0 bps1
HPQ68,967$28.78$26.93$1.98M$1.86M-6.43%0.03%-0.0 bps1
KTB29,001$73.60$69.97$2.13M$2.03M-4.93%0.03%-0.0 bps1
UAL25,323$76.54$99.14$1.94M$2.51M+29.53%0.03%+0.0 bps1
PYPL24,334$71.57$69.38$1.74M$1.69M-3.06%0.03%-0.0 bps1
ETN5,646$326.82$355.10$1.85M$2M+8.65%0.03%+0.0 bps1
CHKP6,330$216.10$185.32$1.37M$1.17M-14.24%0.03%-0.0 bps1
ULTA3,747$411.74$526.18$1.54M$1.97M+27.79%0.02%+0.0 bps1
CROX12,808$117.27$84.03$1.5M$1.08M-28.34%0.02%-0.0 bps1
CAKE27,894$55.03$63.37$1.54M$1.77M+15.16%0.02%+0.0 bps1
SBUX13,674$87.26$93.06$1.19M$1.27M+6.65%0.02%+0.0 bps1
CRIS631,827$2.00$1.68$1.26M$1.06M-16.00%0.02%-0.0 bps1
BKE34,134$40.84$56.07$1.39M$1.91M+37.29%0.02%+0.0 bps1
UI4,169$420.77$417.19$1.75M$1.74M-0.85%0.02%-0.0 bps1
ROKU17,585$70.07$87.51$1.23M$1.54M+24.89%0.02%+0.0 bps1
EMR11,235$120.25$134.37$1.35M$1.51M+11.74%0.02%+0.0 bps1
GEO35,528$26.89$20.76$955.35K$737.56K-22.80%0.02%-0.0 bps1
ROST8,083$151.89$147.38$1.23M$1.19M-2.97%0.02%-0.0 bps1
PAGS131,416$8.95$8.75$1.18M$1.15M-2.23%0.02%-0.0 bps1
CXW47,299$21.92$20.46$1.04M$967.74K-6.66%0.02%-0.0 bps1
EMBJ20,495$49.39$59.78$1.01M$1.23M+21.04%0.02%+0.0 bps1
MHK8,308$107.75$128.88$895.19K$1.07M+19.61%0.02%+0.0 bps1
ALLY25,826$35.75$38.89$923.28K$1M+8.78%0.02%+0.0 bps1
ZUMZ63,126$13.27$15.68$837.68K$989.82K+18.16%0.02%+0.0 bps1
FCX24,374$38.47$42.28$937.67K$1.03M+9.90%0.02%+0.0 bps1
GXO23,351$41.30$53.63$964.4K$1.25M+29.85%0.02%+0.0 bps1
BBW24,349$41.81$55.71$1.02M$1.36M+33.25%0.02%+0.0 bps1
THC6,729$164.03$172.36$1.1M$1.16M+5.08%0.02%+0.0 bps1
GRPN47,123$26.06$29.35$1.23M$1.38M+12.62%0.02%+0.0 bps1
IAC18,874$37.89$35.14$715.14K$663.23K-7.26%0.02%-0.0 bps1
ATKR14,371$69.43$59.19$997.78K$850.62K-14.75%0.02%-0.0 bps1
NWG72,055$13.36$15.17$962.65K$1.09M+13.55%0.02%+0.0 bps1
DBX31,942$29.46$27.73$941.01K$885.75K-5.87%0.02%-0.0 bps1
WBS15,889$52.92$58.43$840.85K$928.39K+10.41%0.01%+0.0 bps1
WCC5,263$171.24$210.81$901.24K$1.11M+23.11%0.01%+0.0 bps1
PFSI8,073$100.76$108.41$813.44K$875.19K+7.59%0.01%+0.0 bps1
ERO66,510$13.62$13.89$905.87K$923.82K+1.98%0.01%+0.0 bps1
SHOO30,114$26.54$26.74$799.23K$805.25K+0.75%0.01%+0.0 bps1
EGO47,294$17.91$22.46$847.04K$1.06M+25.40%0.01%+0.0 bps1
BJRI22,962$44.82$35.46$1.03M$814.23K-20.88%0.01%-0.0 bps1
OI68,741$13.66$13.67$939K$939.69K+0.07%0.01%+0.0 bps1
TECK21,105$36.49$32.27$770.12K$681.06K-11.56%0.01%-0.0 bps1
LYG198,538$3.97$4.58$788.2K$909.3K+15.37%0.01%+0.0 bps1
TRMB11,624$71.24$83.67$828.09K$972.58K+17.45%0.01%+0.0 bps1
ICLR4,301$130.66$175.36$561.97K$754.22K+34.21%0.01%+0.0 bps1
ILMN9,351$80.90$100.09$756.5K$935.94K+23.72%0.01%+0.0 bps1
AR18,278$40.23$32.34$735.32K$591.11K-19.61%0.01%-0.0 bps1
EQH14,185$52.85$54.64$749.68K$775.07K+3.39%0.01%+0.0 bps1
BHF12,634$59.70$46.68$754.25K$589.76K-21.81%0.01%-0.0 bps1
ESTC8,249$92.19$76.42$760.48K$630.39K-17.11%0.01%-0.0 bps1
AGI27,126$24.54$25.40$665.67K$689K+3.50%0.01%+0.0 bps1
DXC42,512$16.02$13.78$681.04K$585.82K-13.98%0.01%-0.0 bps1
GDDY3,994$189.95$143.63$758.66K$573.66K-24.39%0.01%-0.0 bps1
LLYVK10,586$78.12$93.18$826.98K$986.4K+19.28%0.01%+0.0 bps1
PINS23,081$32.24$36.35$744.13K$838.99K+12.75%0.01%+0.0 bps1
HAS11,543$66.47$80.55$767.26K$929.79K+21.18%0.01%+0.0 bps1
ENR23,333$23.75$28.41$554.16K$662.89K+19.62%0.01%+0.0 bps1
PAAS27,084$22.85$31.41$618.87K$850.71K+37.46%0.01%+0.0 bps1
MTD589$1143.36$1313.64$673.44K$773.73K+14.89%0.01%+0.0 bps1
VYX71,414$10.89$12.64$777.7K$902.67K+16.07%0.01%+0.0 bps1
FHN35,493$20.26$22.28$719.09K$790.78K+9.97%0.01%+0.0 bps1
PRM68,499$11.97$18.52$819.93K$1.27M+54.72%0.01%+0.0 bps1
RPD26,064$23.55$20.94$613.81K$545.78K-11.08%0.01%-0.0 bps1
T24,090$27.33$28.75$658.38K$692.59K+5.20%0.01%+0.0 bps1
BKD108,647$6.83$7.33$742.06K$796.38K+7.32%0.01%+0.0 bps1
AXTA20,434$32.38$30.62$661.65K$625.69K-5.44%0.01%-0.0 bps1
CZR26,975$30.31$25.53$817.61K$688.67K-15.77%0.01%-0.0 bps1
LBRDK7,886$91.11$60.20$718.53K$474.74K-33.93%0.01%-0.0 bps1
WFRD12,334$48.48$56.48$597.95K$696.62K+16.50%0.01%+0.0 bps1
ALIT110,164$5.75$3.66$633.44K$403.2K-36.35%0.01%-0.0 bps1
DELL7,144$110.87$138.86$792.06K$992.02K+25.25%0.01%+0.0 bps1
CARG21,920$32.90$31.75$721.17K$695.96K-3.50%0.01%-0.0 bps1
CIEN10,546$79.80$91.42$841.57K$964.12K+14.56%0.01%+0.0 bps1
MCO1,366$487.33$521.32$665.69K$712.12K+6.97%0.01%+0.0 bps1
LIVN15,813$43.82$54.13$692.93K$855.96K+23.53%0.01%+0.0 bps1
SONO57,783$10.83$13.18$625.79K$761.58K+21.70%0.01%+0.0 bps1
TSEM17,299$42.06$47.24$727.6K$817.2K+12.32%0.01%+0.0 bps1
FLEX18,683$41.95$49.44$783.75K$923.69K+17.85%0.01%+0.0 bps1
SPGI1,198$519.28$564.15$622.1K$675.85K+8.64%0.01%+0.0 bps1
SYF11,309$60.49$72.83$684.08K$823.63K+20.40%0.01%+0.0 bps1
CRBU652,542$0.84$2.00$548.14K$1.31M+138.10%0.01%+0.0 bps1
MSGE18,003$38.10$36.33$685.91K$654.05K-4.65%0.01%-0.0 bps1
NWSA21,415$28.15$29.80$602.83K$638.17K+5.86%0.01%+0.0 bps1
WDC14,383$49.75$76.24$715.55K$1.1M+53.25%0.01%+0.0 bps1
OVV13,492$37.63$39.84$507.7K$537.52K+5.87%0.01%+0.0 bps1
FFIV2,129$282.67$318.50$601.8K$678.09K+12.68%0.01%+0.0 bps1
SDRL22,572$24.83$29.01$560.46K$654.81K+16.83%0.01%+0.0 bps1
FTI17,746$31.55$35.60$559.89K$631.76K+12.84%0.01%+0.0 bps1
HUBS975$664.05$429.90$647.45K$419.15K-35.26%0.01%-0.0 bps1
GTX65,716$11.88$12.88$780.71K$846.42K+8.42%0.01%+0.0 bps1
UBER7,522$90.16$91.40$678.18K$687.51K+1.38%0.01%+0.0 bps1
CLVT140,095$4.31$4.31$603.81K$603.81K+0.00%0.01%+0.0 bps1
CNR6,952$72.57$74.77$504.51K$519.8K+3.03%0.01%+0.0 bps1
LBTYK45,192$10.26$11.52$463.67K$520.61K+12.28%0.01%+0.0 bps1
AGRO48,291$8.92$9.17$430.76K$442.83K+2.80%0.01%+0.0 bps1
CCK5,967$99.58$101.08$594.19K$603.14K+1.51%0.01%+0.0 bps1
PEGA7,649$98.72×2$51.92$755.11K$794.27K+5.19%0.01%+0.0 bps1
MBC40,293$11.10$12.71$447.25K$512.12K+14.50%0.01%+0.0 bps1
CP7,331$81.49$73.88$597.4K$541.61K-9.34%0.01%-0.0 bps1
ST21,258$27.32$32.47$580.77K$690.25K+18.85%0.01%+0.0 bps1
IFS15,402$35.90$38.71$552.93K$596.21K+7.83%0.01%+0.0 bps1
CRHCF5,729$97.83$111.75$560.47K$640.22K+14.23%0.01%+0.0 bps1
GLNG13,339$39.02$40.38$520.49K$538.63K+3.49%0.01%+0.0 bps1
DVA3,273$143.60$134.39$470K$439.86K-6.41%0.01%-0.0 bps1
SN5,947$100.69$119.30$598.8K$709.48K+18.48%0.01%+0.0 bps1
STX5,713$107.43$155.73$613.75K$889.69K+44.96%0.01%+0.0 bps1
CVE33,869$13.64$15.13$461.97K$512.44K+10.92%0.01%+0.0 bps1
SU12,068$35.99$38.99$434.33K$470.53K+8.34%0.01%+0.0 bps1
TEVA30,292$16.87$17.54$511.03K$531.32K+3.97%0.01%+0.0 bps1
SNBR69,649$9.65$10.68$672.11K$743.85K+10.67%0.01%+0.0 bps1
BTU32,435$14.31$17.97$464.14K$582.86K+25.58%0.01%+0.0 bps1
FLYW38,574$11.33$12.15$437.04K$468.67K+7.24%0.01%+0.0 bps1
EYE28,789$18.61$22.95$535.62K$660.71K+23.35%0.01%+0.0 bps1
GPRE73,526$5.05$8.66$371.31K$636.74K+71.49%0.01%+0.0 bps1
SVV49,092$9.63$11.10$472.76K$544.92K+15.26%0.01%+0.0 bps1
FTNT3,382$102.56$77.25$346.86K$261.26K-24.68%0.01%-0.0 bps1
EXTR20,064$16.34$19.75$327.85K$396.26K+20.87%0.00%+0.0 bps1
VRNA2.04%0
DFS1.16%0
TPX1.12%0
GPS1.03%0
SWTX0.37%0
SEAS0.09%0
JNPR0.02%0
ZI0.02%0
PTVE0.02%0
BSIG0.02%0
AVDX0.02%0
COOP0.01%0
IGT0.01%0
X0.01%0
SKX0.01%0
CIVI0.01%0
Top 5 (by entry value)(5)$1.57B$1.83B+16.63%
Total(216)$5.67B$6.29B+10.85%

2025-02-142025-05-15

202 of 224 priced92.99% coverage
-6.05%
Holdings from Q4 2024 disclosure · accession 0000947871-25-000159 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
AMZN1,760,246$228.68$205.17$402.53M$361.15M-10.28%6.96%-0.7 bps1
NVDA2,114,163$138.85$134.83$293.55M$285.05M-2.90%5.12%-0.1 bps1
MSFT624,277$408.43$453.13$254.97M$282.88M+10.94%4.74%+0.5 bps1
PM2,119,221$150.46$169.14$318.86M$358.45M+12.42%4.60%+0.6 bps1
TSM1,239,457$203.90$194.22$252.73M$240.73M-4.75%4.41%-0.2 bps1
NTRA1,366,054$173.39$149.40$236.86M$204.09M-13.84%3.90%-0.5 bps1
LPLA587,721$373.98$381.42$219.8M$224.17M+1.99%3.46%+0.1 bps1
GFL3,778,606$46.55$49.03$175.89M$185.27M+5.33%3.03%+0.2 bps1
WFC2,133,273$79.98$75.59$170.62M$161.25M-5.49%2.70%-0.1 bps1
CCL5,499,782$26.23$23.00$144.26M$126.49M-12.31%2.47%-0.3 bps1
ALAB1,032,441$87.85$92.19$90.7M$95.18M+4.94%2.46%+0.1 bps1
V426,998$353.81$362.30$151.08M$154.7M+2.40%2.43%+0.1 bps1
SWX1,809,663$77.53$69.18$140.3M$125.19M-10.77%2.31%-0.2 bps1
NU12,294,266$13.70$13.13$168.43M$161.42M-4.16%2.29%-0.1 bps1
DASH733,674$213.38$197.10$156.55M$144.61M-7.63%2.22%-0.2 bps1
LULU318,514$366.68$318.96$116.79M$101.59M-13.01%2.19%-0.3 bps1
JLL445,091$282.69$235.54$125.82M$104.84M-16.68%2.03%-0.3 bps1
MIR6,177,611$16.30$17.11$100.7M$105.7M+4.97%1.94%+0.1 bps1
MNST1,993,020$49.25$62.33$98.16M$124.22M+26.56%1.89%+0.5 bps1
WVE8,261,242$10.81$6.30$89.3M$52.05M-41.72%1.84%-0.8 bps1
PCVX1,201,898$84.00$30.90$100.96M$37.14M-63.21%1.77%-1.1 bps1
SBUX1,020,767$112.55$87.26$114.89M$89.07M-22.47%1.68%-0.4 bps1
APO561,604$162.81$143.99$91.43M$80.87M-11.56%1.67%-0.2 bps1
CPNG4,091,193$25.34$26.84$103.67M$109.81M+5.92%1.62%+0.1 bps1
CART1,956,184$50.97$44.12$99.71M$86.31M-13.44%1.46%-0.2 bps1
TWLO723,340$125.17$114.23$90.54M$82.63M-8.74%1.41%-0.1 bps1
RCKT5,198,900$10.47$6.72$54.43M$34.96M-35.77%1.18%-0.4 bps1
SNOW418,890$187.60$182.97$78.58M$76.64M-2.47%1.17%-0.0 bps1
CRM193,289$326.54$290.76$63.12M$56.2M-10.96%1.16%-0.1 bps1
FLUT239,601$298.81$244.10$71.6M$58.49M-18.31%1.12%-0.2 bps1
WSC1,741,065$38.02$29.56$66.2M$51.47M-22.25%1.05%-0.2 bps1
CNC943,936$56.86$60.06$53.67M$56.69M+5.63%1.03%+0.1 bps1
LRCX693,815$82.75$84.79$57.41M$58.83M+2.47%0.90%+0.0 bps1
CNK1,556,398$32.56$31.87$50.68M$49.6M-2.12%0.87%-0.0 bps1
COHR498,408$86.80$78.82$43.26M$39.28M-9.19%0.85%-0.1 bps1
NFLX51,755$1058.60$1177.98$54.79M$60.97M+11.28%0.83%+0.1 bps1
PINS1,578,889$38.87$32.24$61.37M$50.9M-17.06%0.83%-0.1 bps1
ACHC1,038,627$41.06$25.64$42.65M$26.63M-37.55%0.74%-0.3 bps1
VRDN2,053,906$16.40$12.62$33.68M$25.92M-23.05%0.71%-0.2 bps1
TSLA87,654$355.84$342.82$31.19M$30.05M-3.66%0.64%-0.0 bps1
KKR215,020$140.56$125.64$30.22M$27.02M-10.61%0.57%-0.1 bps1
WK280,017$89.08$71.74$24.94M$20.09M-19.47%0.55%-0.1 bps1
MELI16,921$2109.99$2586.49$35.7M$43.77M+22.58%0.52%+0.1 bps1
WDC468,394$51.69$49.75$24.21M$23.3M-3.76%0.50%-0.0 bps1
RTO828,811$27.01$23.37$22.39M$19.37M-13.48%0.38%-0.1 bps1
URBN176,633$56.01$61.74$9.89M$10.91M+10.23%0.17%+0.0 bps1
HDB145,314$60.23$73.33$8.75M$10.66M+21.75%0.17%+0.0 bps1
EAT68,016$158.40$148.64$10.77M$10.11M-6.16%0.16%-0.0 bps1
NAMS350,005$19.91$18.70$6.97M$6.55M-6.08%0.16%-0.0 bps1
GUTS4,248,492$1.58$1.65$6.71M$7.01M+4.43%0.16%+0.0 bps1
TTAN71,463$100.05$125.03$7.15M$8.94M+24.97%0.13%+0.0 bps1
SHAK52,627$108.40$117.09$5.7M$6.16M+8.02%0.12%+0.0 bps1
AEO377,105$14.36$11.98$5.42M$4.52M-16.57%0.11%-0.0 bps1
FUN125,434$43.28$36.74$5.43M$4.61M-15.11%0.11%-0.0 bps1
TPR88,565$87.70$83.24$7.77M$7.37M-5.09%0.10%-0.0 bps1
IVVD11,765,787$1.61$0.70$18.94M$8.28M-56.27%0.09%-0.1 bps1
RL21,807$282.63$269.10$6.16M$5.87M-4.79%0.09%-0.0 bps1
BBY55,753$91.10$72.84$5.08M$4.06M-20.04%0.09%-0.0 bps1
LOW18,127$251.79$232.45$4.56M$4.21M-7.68%0.08%-0.0 bps1
VSCO105,937$32.83$23.20$3.48M$2.46M-29.33%0.08%-0.0 bps1
ULTA9,669$365.14$411.74$3.53M$3.98M+12.76%0.08%+0.0 bps1
HLT16,903$265.87$252.49$4.49M$4.27M-5.03%0.08%-0.0 bps1
ANF27,004$112.07$79.66$3.03M$2.15M-28.92%0.07%-0.0 bps1
AAL230,067$15.97$11.76$3.67M$2.71M-26.36%0.07%-0.0 bps1
SARO158,217$26.58$30.21$4.21M$4.78M+13.66%0.07%+0.0 bps1
DRI20,923$191.19$209.00$4M$4.37M+9.32%0.07%+0.0 bps1
QSR58,710$64.52$69.68$3.79M$4.09M+8.00%0.07%+0.0 bps1
YUM28,363$147.91$147.05$4.2M$4.17M-0.58%0.07%-0.0 bps1
NWL366,329$7.06$5.97$2.59M$2.19M-15.44%0.07%-0.0 bps1
CBRL67,241$47.33$57.25$3.18M$3.85M+20.96%0.06%+0.0 bps1
LEVI189,211$18.27$17.51$3.46M$3.31M-4.16%0.06%-0.0 bps1
RVLV97,045$31.10$20.74$3.02M$2.01M-33.31%0.06%-0.0 bps1
HD7,761$409.50$378.63$3.18M$2.94M-7.54%0.05%-0.0 bps1
EL39,997$68.69$63.67$2.75M$2.55M-7.31%0.05%-0.0 bps1
M173,709$15.04$12.01$2.61M$2.09M-20.15%0.05%-0.0 bps1
PVH27,795$77.71$85.40$2.16M$2.37M+9.90%0.05%+0.0 bps1
CTRI149,981$20.71$19.97$3.11M$3M-3.57%0.05%-0.0 bps1
ZBRA7,260$318.36$298.35$2.31M$2.17M-6.29%0.05%-0.0 bps1
HPQ83,793$33.64$28.78$2.82M$2.41M-14.45%0.05%-0.0 bps1
FFIV10,804$310.18$282.67$3.35M$3.05M-8.87%0.05%-0.0 bps1
MU32,075$99.52$95.45$3.19M$3.06M-4.09%0.05%-0.0 bps1
VVV73,373$39.68$34.22$2.91M$2.51M-13.76%0.05%-0.0 bps1
NCLH102,270$26.38$19.09$2.7M$1.95M-27.63%0.05%-0.0 bps1
UBER42,918$79.42$90.16$3.41M$3.87M+13.52%0.05%+0.0 bps1
CMG41,520$57.08$52.04$2.37M$2.16M-8.83%0.05%-0.0 bps1
AMD20,493$113.10$114.99$2.32M$2.36M+1.67%0.04%+0.0 bps1
EYE223,696$12.43$18.61$2.78M$4.16M+49.68%0.04%+0.0 bps1
SBH219,529$9.29$9.09$2.04M$2M-2.15%0.04%-0.0 bps1
AAP47,205$47.87$34.42$2.26M$1.62M-28.10%0.04%-0.0 bps1
COST2,405$1071.85$1010.47$2.58M$2.43M-5.73%0.04%-0.0 bps1
NTAP18,398$119.06$99.82$2.19M$1.84M-16.16%0.04%-0.0 bps1
JBL14,348$169.65$166.53$2.43M$2.39M-1.84%0.04%-0.0 bps1
GRPN168,249$12.83$26.06$2.16M$4.38M+103.12%0.04%+0.0 bps1
STX23,562$101.47$107.43$2.39M$2.53M+5.87%0.04%+0.0 bps1
GRMN9,825$212.62$201.92$2.09M$1.98M-5.03%0.04%-0.0 bps1
CHWY58,716$37.68$41.47$2.21M$2.43M+10.06%0.04%+0.0 bps1
CRIS631,827$3.22$2.00$2.03M$1.26M-37.89%0.03%-0.0 bps1
HPE89,544$21.71$17.62$1.94M$1.58M-18.84%0.03%-0.0 bps1
TXN10,022$183.03$187.83$1.83M$1.88M+2.62%0.03%+0.0 bps1
WSM9,540$214.60$171.67$2.05M$1.64M-20.00%0.03%-0.0 bps1
CHKP9,310$222.09$216.10$2.07M$2.01M-2.70%0.03%-0.0 bps1
PYPL19,327$77.97$71.57$1.51M$1.38M-8.21%0.03%-0.0 bps1
CROX14,658$108.43$117.27$1.59M$1.72M+8.15%0.03%+0.0 bps1
BROS29,828$81.97$71.63$2.45M$2.14M-12.61%0.03%-0.0 bps1
SCVL43,614$24.58$19.88$1.07M$867.05K-19.12%0.03%-0.0 bps1
BJRI38,846$34.96$44.82$1.36M$1.74M+28.20%0.02%+0.0 bps1
MCD4,639$308.55$314.48$1.43M$1.46M+1.92%0.02%+0.0 bps1
ASO22,881$53.56$45.49$1.23M$1.04M-15.07%0.02%-0.0 bps1
ROKU17,178$99.07$70.07$1.7M$1.2M-29.27%0.02%-0.0 bps1
BBW27,495$38.00$41.81$1.04M$1.15M+10.03%0.02%+0.0 bps1
ETN3,770$309.17$326.82$1.17M$1.23M+5.71%0.02%+0.0 bps1
BBWI31,621$36.47$33.97$1.15M$1.07M-6.85%0.02%-0.0 bps1
GCO26,053$40.89$24.22$1.07M$631K-40.77%0.02%-0.0 bps1
UAL11,146$104.26$76.54$1.16M$853.11K-26.59%0.02%-0.0 bps1
CRBU652,542$1.35$0.84$880.93K$548.14K-37.78%0.02%-0.0 bps1
IP18,601$56.12$49.57$1.04M$922.05K-11.67%0.02%-0.0 bps1
DELL7,493$114.38$110.87$857.05K$830.75K-3.07%0.02%-0.0 bps1
SHW2,551$356.86$361.45$910.35K$922.06K+1.29%0.02%+0.0 bps1
CRWD2,233$451.74$431.84$1.01M$964.3K-4.41%0.01%-0.0 bps1
ZUMZ35,850$15.77$13.27$565.35K$475.73K-15.85%0.01%-0.0 bps1
CPRI31,382$22.46$18.49$704.84K$580.25K-17.68%0.01%-0.0 bps1
BKE12,261$43.28$40.84$530.66K$500.74K-5.64%0.01%-0.0 bps1
SNBR38,955$18.40$9.65$716.77K$375.92K-47.55%0.01%-0.0 bps1
EXTR32,017$16.38$16.34$524.44K$523.16K-0.24%0.01%+0.0 bps1
UAA61,002$7.10$6.54$433.11K$398.95K-7.89%0.01%-0.0 bps1
CIEN5,325$89.80$79.80$478.19K$424.94K-11.14%0.01%-0.0 bps1
GEO16,037$27.26$26.89$437.17K$431.23K-1.36%0.01%-0.0 bps1
ETD15,096$29.53$27.54$445.78K$415.74K-6.74%0.01%-0.0 bps1
CAKE8,789$53.34$55.03$468.81K$483.66K+3.17%0.01%+0.0 bps1
ICLR1,958$186.21$130.66$364.6K$255.83K-29.83%0.01%-0.0 bps1
TRMB5,737$74.29$71.24$426.2K$408.7K-4.11%0.01%-0.0 bps1
CXW18,345$18.83$21.92$345.44K$402.12K+16.41%0.01%+0.0 bps1
HUBS570$811.95$664.05$462.81K$378.51K-18.22%0.01%-0.0 bps1
ILMN2,994$100.24$80.90$300.12K$242.21K-19.29%0.01%-0.0 bps1
WBS7,181$59.12$52.92$424.54K$380.02K-10.49%0.01%-0.0 bps1
ALLY10,597$38.38$35.75$406.71K$378.84K-6.85%0.01%-0.0 bps1
CARG10,470$39.77$32.90$416.39K$344.46K-17.27%0.01%-0.0 bps1
FCX10,088$39.47$38.47$398.17K$388.09K-2.53%0.01%-0.0 bps1
IAC8,874$47.02$37.89$417.26K$336.24K-19.42%0.01%-0.0 bps1
PRM30,095$11.87$11.97$357.23K$360.24K+0.84%0.01%+0.0 bps1
RPD9,460$35.55$23.55$336.3K$222.78K-33.76%0.01%-0.0 bps1
GDDY1,921$182.19$189.95$349.99K$364.89K+4.26%0.01%+0.0 bps1
BALY20,685$15.70$10.84$324.75K$224.23K-30.96%0.01%-0.0 bps1
WIX1,739$223.70$182.91$389.01K$318.08K-18.23%0.01%-0.0 bps1
EQH7,709$55.34$52.85$426.62K$407.42K-4.50%0.01%-0.0 bps1
TECK9,045$43.08$36.49$389.66K$330.05K-15.30%0.01%-0.0 bps1
AR10,294$39.84$40.23$410.11K$414.13K+0.98%0.01%+0.0 bps1
DXC18,056$20.37$16.02$367.8K$289.26K-21.35%0.01%-0.0 bps1
LLYVK5,278$80.35$78.12$424.09K$412.32K-2.78%0.01%-0.0 bps1
THC2,857$133.31$164.03$380.87K$468.63K+23.04%0.01%+0.0 bps1
XPRO28,938$13.48$8.28$390.08K$239.61K-38.58%0.01%-0.0 bps1
POOL1,025$344.28$313.53$352.89K$321.37K-8.93%0.01%-0.0 bps1
TSEM6,780$47.63$42.06$322.93K$285.17K-11.69%0.01%-0.0 bps1
MTD280$1271.91$1143.36$356.13K$320.14K-10.11%0.01%-0.0 bps1
FLEX8,943$42.51$41.95$380.17K$375.16K-1.32%0.01%-0.0 bps1
BHF6,806$62.14$59.70$422.92K$406.32K-3.93%0.01%-0.0 bps1
FHN16,302$22.10$20.26$360.27K$330.28K-8.33%0.01%-0.0 bps1
OI30,046$11.57$13.66$347.63K$410.43K+18.06%0.01%+0.0 bps1
PFSI3,224$101.76$100.76$328.07K$324.85K-0.98%0.01%-0.0 bps1
SN3,371$110.31$100.69$371.86K$339.43K-8.72%0.01%-0.0 bps1
EGO21,371$13.98$17.91$298.77K$382.75K+28.11%0.01%+0.0 bps1
MCO665$522.84$487.33$347.69K$324.07K-6.79%0.01%-0.0 bps1
NWG31,348$10.84$13.36$339.81K$418.81K+23.25%0.01%+0.0 bps1
CLVT62,297$4.90$4.31$305.26K$268.5K-12.04%0.01%-0.0 bps1
TEVA14,155$16.25$16.87$230.02K$238.79K+3.82%0.01%+0.0 bps1
LIVN6,586$47.68$43.82$314.02K$288.6K-8.10%0.01%-0.0 bps1
SDRL7,811$31.14$24.83$243.23K$193.95K-20.26%0.01%-0.0 bps1
WFRD4,165$70.54$48.48$293.8K$201.92K-31.27%0.01%-0.0 bps1
BGC32,624$9.34$9.17$304.71K$299.16K-1.82%0.01%-0.0 bps1
MSGE8,195$37.87$38.10$310.34K$312.23K+0.61%0.01%+0.0 bps1
SYF4,525$65.21$60.49$295.08K$273.72K-7.24%0.01%-0.0 bps1
ALIT41,908$6.76$5.75$283.3K$240.97K-14.94%0.01%-0.0 bps1
NWSA10,412$30.21$28.15$314.55K$293.1K-6.82%0.01%-0.0 bps1
AXTA8,437$37.17$32.38$313.6K$273.19K-12.89%0.01%-0.0 bps1
PEGA3,047$85.02$98.72$259.06K$300.8K+16.11%0.01%+0.0 bps1
SVV27,349$11.26$9.63$307.95K$263.37K-14.48%0.01%-0.0 bps1
GTX30,772$9.20$11.88$283.1K$365.57K+29.13%0.01%+0.0 bps1
HAS4,958$60.82$66.47$301.55K$329.56K+9.29%0.01%+0.0 bps1
ORCL1,661$174.16$159.40$289.28K$264.76K-8.47%0.01%-0.0 bps1
SPGI559$539.69$519.28$301.69K$290.28K-3.78%0.01%-0.0 bps1
AGI14,698$22.30$24.54$327.77K$360.69K+10.04%0.00%+0.0 bps1
LYG100,737$3.22$3.97$324.37K$399.93K+23.29%0.00%+0.0 bps1
LZB6,078$45.46$44.08$276.31K$267.92K-3.04%0.00%-0.0 bps1
MBC18,114$16.88$11.10$305.76K$201.07K-34.24%0.00%-0.0 bps1
LBRDK3,514$76.39$91.11$268.42K$320.18K+19.28%0.00%+0.0 bps1
KTB2,970$83.73$73.60$248.68K$218.59K-12.10%0.00%-0.0 bps1
ST8,821$29.54$27.32$260.57K$240.99K-7.52%0.00%-0.0 bps1
GLNG5,749$40.70$39.02$233.98K$224.33K-4.13%0.00%-0.0 bps1
BKD46,967$5.31$6.83$249.39K$320.78K+28.63%0.00%+0.0 bps1
CP3,254$77.52$81.49$252.25K$265.17K+5.12%0.00%+0.0 bps1
OVV5,734$44.13$37.63$253.04K$215.77K-14.73%0.00%-0.0 bps1
DAL3,747$65.39$50.28$245.02K$188.4K-23.11%0.00%-0.0 bps1
CRHCF2,387$108.30$97.83$258.51K$233.52K-9.67%0.00%-0.0 bps1
GSM58,335$4.08$3.80$238.01K$221.67K-6.86%0.00%-0.0 bps1
AMBP73,474$2.63$3.77$193.24K$277K+43.35%0.00%+0.0 bps1
CVE14,356$15.31$13.64$219.79K$195.82K-10.91%0.00%-0.0 bps1
DVA1,462$157.42$143.60$230.15K$209.94K-8.78%0.00%-0.0 bps1
FTI7,568$30.36$31.55$229.76K$238.77K+3.92%0.00%+0.0 bps1
TRIP12,723$17.81$15.16$226.6K$192.88K-14.88%0.00%-0.0 bps1
LBTYK14,363$11.31$10.26$162.45K$147.36K-9.28%0.00%-0.0 bps1
GPRE18,956$6.67$5.05$126.44K$95.73K-24.29%0.00%-0.0 bps1
AGRO18,408$9.79$8.92$180.21K$164.2K-8.89%0.00%-0.0 bps1
VRNA2.62%0
SWTX1.88%0
TPX1.30%0
ZI0.81%0
SKX0.08%0
JWN0.07%0
SEAS0.06%0
GPS0.06%0
JNPR0.04%0
FL0.03%0
HCP0.01%0
DESP0.01%0
DFS0.01%0
PLYA0.01%0
ETWO0.01%0
COOP0.01%0
IGT0.01%0
BSIG0.01%0
X0.00%0
CIVI0.00%0
ITCI0.00%0
HES0.00%0
Top 5 (by entry value)(5)$1.52B$1.53B+0.37%
Total(202)$5.49B$5.16B-6.05%

2024-11-142025-02-14

210 of 229 priced92.09% coverage
+4.19%
Holdings from Q3 2024 disclosure · accession 0000947871-24-000903 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
NVDA2,368,091$146.76$138.85$347.54M$328.81M-5.39%5.61%-0.3 bps1
AMZN1,526,819$211.48$228.68$322.89M$349.15M+8.13%5.55%+0.5 bps1
MSFT612,455$426.89$408.43$261.45M$250.14M-4.32%5.14%-0.2 bps1
CPNG9,974,672$25.33$25.34$252.66M$252.76M+0.04%4.77%+0.0 bps1
PM1,923,751$128.20$150.46$246.62M$289.45M+17.36%4.55%+0.8 bps1
SBUX1,914,332$99.23$112.55$189.96M$215.46M+13.42%3.64%+0.5 bps1
NTRA1,340,045$151.11$173.39$202.49M$232.35M+14.74%3.32%+0.5 bps1
NU12,118,901$15.19$13.70$184.09M$166.03M-9.81%3.23%-0.3 bps1
AMD949,785$138.84$113.10$131.87M$107.42M-18.54%3.04%-0.6 bps1
GFL3,658,190$43.40$46.55$158.77M$170.29M+7.26%2.84%+0.2 bps1
DASH986,557$173.80$213.38$171.46M$210.51M+22.77%2.75%+0.6 bps1
V492,259$308.25$353.81$151.74M$174.17M+14.78%2.64%+0.4 bps1
SWX1,765,148$76.28$77.53$134.65M$136.85M+1.64%2.54%+0.0 bps1
JLL460,255$262.76$282.69$120.94M$130.11M+7.58%2.42%+0.2 bps1
LPLA497,075$314.54$373.98$156.35M$185.9M+18.90%2.25%+0.4 bps1
PCVX976,249$92.68$84.00$90.48M$82M-9.37%2.18%-0.2 bps1
CART2,684,425$42.93$50.97$115.24M$136.83M+18.73%2.13%+0.4 bps1
TSM616,979$188.50$203.90$116.3M$125.8M+8.17%2.09%+0.2 bps1
LULU344,486$330.26$366.68$113.77M$126.32M+11.03%1.82%+0.2 bps1
WVE10,047,520$15.00$10.81$150.71M$108.61M-27.93%1.61%-0.4 bps1
RCKT4,118,672$14.82$10.47$61.04M$43.12M-29.35%1.48%-0.4 bps1
CRM269,862$331.65$326.54$89.5M$88.12M-1.54%1.44%-0.0 bps1
QDEL1,614,197$38.96$40.57$62.89M$65.49M+4.13%1.44%+0.1 bps1
NFLX102,656$837.26$1058.60$85.95M$108.67M+26.44%1.42%+0.4 bps1
HUM197,892$283.14$253.83$56.03M$50.23M-10.35%1.22%-0.1 bps1
AVGO359,668$170.38$233.04$61.28M$83.82M+36.78%1.21%+0.4 bps1
ALAB1,156,230$88.49$87.85$102.31M$101.57M-0.72%1.18%-0.0 bps1
SHC3,497,367$14.99$13.48$52.43M$47.14M-10.07%1.14%-0.1 bps1
FLUT218,733$267.00$298.81$58.4M$65.36M+11.91%1.01%+0.1 bps1
COHR563,922$100.01$86.80$56.4M$48.95M-13.21%0.98%-0.1 bps1
TWLO766,775$97.13$125.17$74.48M$95.98M+28.87%0.98%+0.3 bps1
STX436,840$97.46$101.47$42.57M$44.33M+4.11%0.93%+0.0 bps1
VRDN1,997,153$21.64$16.40$43.22M$32.75M-24.21%0.89%-0.2 bps1
MELI21,941$1876.20$2109.99$41.17M$46.3M+12.46%0.88%+0.1 bps1
CNK1,517,771$31.98$32.56$48.54M$49.42M+1.81%0.82%+0.0 bps1
W683,970$38.79$49.41$26.53M$33.79M+27.38%0.75%+0.2 bps1
DAWN2,114,006$14.32$12.26$30.27M$25.92M-14.39%0.57%-0.1 bps1
CNC384,406$58.68$56.86$22.56M$21.86M-3.10%0.56%-0.0 bps1
PLNT342,322$96.21$100.99$32.93M$34.57M+4.97%0.54%+0.0 bps1
LINE350,000$63.14$56.37$22.1M$19.73M-10.72%0.53%-0.1 bps1
LRCX27,733$747.90$827.50$20.74M$22.95M+10.64%0.44%+0.0 bps1
RTO594,459$25.62$27.01$15.23M$16.06M+5.43%0.29%+0.0 bps1
IVVD11,765,787$0.79$1.61$9.31M$18.94M+103.54%0.23%+0.2 bps1
GUTS4,248,492$2.09$1.58$8.88M$6.71M-24.40%0.21%-0.1 bps1
EAT109,171$116.49$158.40$12.72M$17.29M+35.98%0.16%+0.1 bps1
NCLH341,795$26.68$26.38$9.12M$9.02M-1.12%0.14%-0.0 bps1
URBN173,730$38.84$56.01$6.75M$9.73M+44.21%0.13%+0.1 bps1
HDB103,761$61.91$60.23$6.42M$6.25M-2.71%0.13%-0.0 bps1
MCD20,975$298.56$308.55$6.26M$6.47M+3.35%0.12%+0.0 bps1
SHAK57,673$124.07$108.40$7.16M$6.25M-12.63%0.12%-0.0 bps1
WDC79,002$47.79$51.69$3.78M$4.08M+8.18%0.11%+0.0 bps1
ANF37,768$144.60$112.07$5.46M$4.23M-22.50%0.10%-0.0 bps1
FND40,474$102.25$97.60$4.14M$3.95M-4.55%0.10%-0.0 bps1
DRI28,144$168.69$191.19$4.75M$5.38M+13.34%0.09%+0.0 bps1
CBRL99,175$48.07$47.33$4.77M$4.69M-1.54%0.09%-0.0 bps1
JBL35,306$129.04$169.65$4.56M$5.99M+31.47%0.08%+0.0 bps1
MU40,532$99.18$99.52$4.02M$4.03M+0.34%0.08%+0.0 bps1
ETN12,553$361.86$309.17$4.54M$3.88M-14.56%0.08%-0.0 bps1
SBH305,505$13.78$9.29$4.21M$2.84M-32.58%0.08%-0.0 bps1
DELL33,966$134.43$114.38$4.57M$3.89M-14.91%0.08%-0.0 bps1
FUN97,868$46.55$43.28$4.56M$4.24M-7.02%0.08%-0.0 bps1
NTAP31,793$118.07$119.06$3.75M$3.79M+0.84%0.08%+0.0 bps1
CHWY125,983$32.39$37.68$4.08M$4.75M+16.33%0.07%+0.0 bps1
BBW105,847$37.06$38.00$3.92M$4.02M+2.54%0.07%+0.0 bps1
AZO1,149$3136.06$3458.55$3.6M$3.97M+10.28%0.07%+0.0 bps1
CROX24,763$99.86$108.43$2.47M$2.69M+8.58%0.07%+0.0 bps1
AEO158,699$18.20$14.36$2.89M$2.28M-21.10%0.07%-0.0 bps1
BBY33,622$91.58$91.10$3.08M$3.06M-0.52%0.07%-0.0 bps1
VVV80,456$42.86$39.68$3.45M$3.19M-7.42%0.07%-0.0 bps1
CRIS582,273$3.98$3.22$2.32M$1.87M-19.10%0.06%-0.0 bps1
EBAY47,513$62.30$69.90$2.96M$3.32M+12.20%0.06%+0.0 bps1
CVLT19,817$171.03$184.91$3.39M$3.66M+8.12%0.06%+0.0 bps1
FFIV13,417$242.05$310.18$3.25M$4.16M+28.15%0.06%+0.0 bps1
CPRI69,054$20.52$22.46$1.42M$1.55M+9.45%0.06%+0.0 bps1
SCVL66,297$36.93$24.58$2.45M$1.63M-33.44%0.06%-0.0 bps1
PYPL35,426$85.79$77.97$3.04M$2.76M-9.12%0.05%-0.0 bps1
PVH27,296$103.86$77.71$2.83M$2.12M-25.18%0.05%-0.0 bps1
AAL241,572$14.26$15.97$3.44M$3.86M+11.99%0.05%+0.0 bps1
HPQ74,077$36.49$33.64$2.7M$2.49M-7.81%0.05%-0.0 bps1
BROS82,193$46.90$81.97$3.85M$6.74M+74.78%0.05%+0.0 bps1
TRIP177,265$14.58$17.81$2.58M$3.16M+22.15%0.05%+0.0 bps1
TXRH14,185$198.91$171.70$2.82M$2.44M-13.68%0.05%-0.0 bps1
HBM271,139$8.53$9.15$2.31M$2.48M+7.27%0.05%+0.0 bps1
BTU93,846$27.05$16.21$2.54M$1.52M-40.07%0.05%-0.0 bps1
YETI59,450$38.72$38.02$2.3M$2.26M-1.81%0.05%-0.0 bps1
CTRI150,000$20.32$20.71$3.05M$3.11M+1.92%0.05%+0.0 bps1
GRMN13,598$211.37$212.62$2.87M$2.89M+0.59%0.05%+0.0 bps1
ZBRA6,438$394.66$318.36$2.54M$2.05M-19.33%0.05%-0.0 bps1
MBC120,126$17.01$16.88$2.04M$2.03M-0.76%0.04%-0.0 bps1
BHC271,211$8.76$6.16$2.38M$1.67M-29.68%0.04%-0.0 bps1
SN20,388$101.30$110.31$2.07M$2.25M+8.89%0.04%+0.0 bps1
ROKU29,603$74.32$99.07$2.2M$2.93M+33.30%0.04%+0.0 bps1
LYFT170,735$17.92$13.43$3.06M$2.29M-25.06%0.04%-0.0 bps1
CIEN35,213$69.75$89.80$2.46M$3.16M+28.75%0.04%+0.0 bps1
WCC12,921$207.88$196.85$2.69M$2.54M-5.31%0.04%-0.0 bps1
RVLV87,351$33.51$31.10$2.93M$2.72M-7.19%0.04%-0.0 bps1
SVV205,591$9.48$11.26$1.95M$2.31M+18.78%0.04%+0.0 bps1
LOGI23,829$78.24$105.06$1.86M$2.5M+34.28%0.04%+0.0 bps1
PRM158,427$12.12$11.87$1.92M$1.88M-2.06%0.04%-0.0 bps1
IMKTA28,489$72.65$65.56$2.07M$1.87M-9.76%0.04%-0.0 bps1
BOOT12,670$132.93$137.26$1.68M$1.74M+3.26%0.04%+0.0 bps1
DVA12,886$154.36$157.42$1.99M$2.03M+1.98%0.04%+0.0 bps1
ILMN16,109$142.24$100.24$2.29M$1.61M-29.53%0.04%-0.0 bps1
GRAB552,692$4.73$4.90$2.61M$2.71M+3.59%0.04%+0.0 bps1
MCO4,410$482.09$522.84$2.13M$2.31M+8.45%0.04%+0.0 bps1
SNN66,985$24.64$25.70$1.65M$1.72M+4.30%0.04%+0.0 bps1
TPR44,021$57.82$87.70$2.55M$3.86M+51.68%0.04%+0.0 bps1
WING4,956$330.63$304.69$1.64M$1.51M-7.85%0.04%-0.0 bps1
ABNB16,200$134.56$161.42$2.18M$2.62M+19.96%0.04%+0.0 bps1
NWL267,566$8.96$7.06$2.4M$1.89M-21.21%0.04%-0.0 bps1
ZD42,039$57.31$53.41$2.41M$2.25M-6.81%0.04%-0.0 bps1
EL20,525$64.83$68.69$1.33M$1.41M+5.95%0.04%+0.0 bps1
MIR183,427$15.36$16.30$2.82M$2.99M+6.12%0.04%+0.0 bps1
ERO88,600$15.43$14.45$1.37M$1.28M-6.35%0.04%-0.0 bps1
EW29,594$66.16$76.19$1.96M$2.25M+15.16%0.04%+0.0 bps1
CLVT271,794$4.50$4.90$1.22M$1.33M+8.89%0.04%+0.0 bps1
DOCU30,866$80.36$87.34$2.48M$2.7M+8.69%0.04%+0.0 bps1
DECK11,946$176.86$155.07$2.11M$1.85M-12.32%0.04%-0.0 bps1
QRVO18,339$66.30$76.16$1.22M$1.4M+14.87%0.04%+0.0 bps1
KD81,525$28.26$41.79$2.3M$3.41M+47.88%0.04%+0.0 bps1
CEIX17,783$123.60$79.44$2.2M$1.41M-35.73%0.04%-0.0 bps1
PINS57,180$29.37$38.87$1.68M$2.22M+32.35%0.04%+0.0 bps1
EEFT18,549$102.19$104.64$1.9M$1.94M+2.40%0.04%+0.0 bps1
ALIT247,825$7.89$6.76$1.96M$1.68M-14.32%0.04%-0.0 bps1
MSGE42,775$35.81$37.87$1.53M$1.62M+5.75%0.04%+0.0 bps1
LBRDK23,287$84.01$76.39$1.96M$1.78M-9.07%0.04%-0.0 bps1
CARG59,748$35.89$39.77$2.14M$2.38M+10.81%0.04%+0.0 bps1
TSEM40,134$46.30$47.63$1.86M$1.91M+2.87%0.03%+0.0 bps1
GTX215,531$7.80$9.20$1.68M$1.98M+17.95%0.03%+0.0 bps1
EGO99,439$15.29$13.98$1.52M$1.39M-8.57%0.03%-0.0 bps1
EQH41,100$47.65$55.34$1.96M$2.27M+16.14%0.03%+0.0 bps1
GSM369,540$4.03$4.08$1.49M$1.51M+1.24%0.03%+0.0 bps1
LZB39,508$43.07$45.46$1.7M$1.8M+5.55%0.03%+0.0 bps1
FTRE84,690$20.20$14.97$1.71M$1.27M-25.89%0.03%-0.0 bps1
TRMB27,283$70.74$74.29$1.93M$2.03M+5.02%0.03%+0.0 bps1
ZUMZ79,439$22.26$15.77$1.77M$1.25M-29.16%0.03%-0.0 bps1
FTI64,139$28.49$30.36$1.83M$1.95M+6.56%0.03%+0.0 bps1
RPD42,093$40.71$35.55$1.71M$1.5M-12.68%0.03%-0.0 bps1
MHK10,354$140.34$121.01$1.45M$1.25M-13.77%0.03%-0.0 bps1
CZR39,454$38.99$39.76$1.54M$1.57M+1.97%0.03%+0.0 bps1
BKE37,037$48.74$43.28$1.81M$1.6M-11.20%0.03%-0.0 bps1
LNG8,979$210.78$213.52$1.89M$1.92M+1.30%0.03%+0.0 bps1
JBLU245,657$7.11$6.78$1.75M$1.67M-4.64%0.03%-0.0 bps1
OKTA21,649$76.93$96.29$1.67M$2.08M+25.17%0.03%+0.0 bps1
HUBS2,971$696.30$811.95$2.07M$2.41M+16.61%0.03%+0.0 bps1
UAA177,369$9.85$7.10$1.75M$1.26M-27.92%0.03%-0.0 bps1
WEN89,064$18.48$14.30$1.65M$1.27M-22.62%0.03%-0.0 bps1
AR53,565$30.41$39.84$1.63M$2.13M+31.01%0.03%+0.0 bps1
STNE136,011$9.87$9.78$1.34M$1.33M-0.91%0.03%-0.0 bps1
FCX30,323$43.27$39.47$1.31M$1.2M-8.78%0.03%-0.0 bps1
GDDY9,358$185.29$182.19$1.73M$1.7M-1.67%0.03%-0.0 bps1
AXTA40,552$40.66$37.17$1.65M$1.51M-8.58%0.03%-0.0 bps1
PFSI12,798$101.24$101.76$1.3M$1.3M+0.51%0.03%+0.0 bps1
TECK27,481$45.38$43.08$1.25M$1.18M-5.07%0.03%-0.0 bps1
PRGO54,618$26.93$24.49$1.47M$1.34M-9.06%0.03%-0.0 bps1
LYG450,191$2.76$3.22$1.24M$1.45M+16.67%0.03%+0.0 bps1
NWG149,685$9.96$10.84$1.49M$1.62M+8.84%0.03%+0.0 bps1
SYF27,880$64.89$65.21$1.81M$1.82M+0.49%0.03%+0.0 bps1
TXN6,720$206.00$183.03$1.38M$1.23M-11.15%0.03%-0.0 bps1
CRHCF14,798$99.87$108.30$1.48M$1.6M+8.44%0.03%+0.0 bps1
CSTM84,355$11.34$9.34$956.59K$787.88K-17.64%0.03%-0.0 bps1
ARCH9,795$123.60$79.44$1.21M$778.11K-35.73%0.03%-0.0 bps1
WBS28,283$59.70$59.12$1.69M$1.67M-0.97%0.03%-0.0 bps1
LPX12,189$112.44$112.36$1.37M$1.37M-0.07%0.03%+0.0 bps1
PAGS151,045$7.82$8.04$1.18M$1.21M+2.81%0.03%+0.0 bps1
THC7,714$162.65$133.31$1.25M$1.03M-18.04%0.03%-0.0 bps1
CRBU652,542$2.09$1.35$1.36M$880.93K-35.41%0.02%-0.0 bps1
OI96,318$13.14$11.57$1.27M$1.11M-11.95%0.02%-0.0 bps1
TEVA68,779$16.75$16.25$1.15M$1.12M-2.99%0.02%-0.0 bps1
LEVI56,075$16.76$18.27$939.82K$1.02M+9.01%0.02%+0.0 bps1
NMR233,586$5.90$6.76$1.38M$1.58M+14.58%0.02%+0.0 bps1
SFM11,045$141.83$177.12$1.57M$1.96M+24.88%0.02%+0.0 bps1
SPGI2,356$510.64$539.69$1.2M$1.27M+5.69%0.02%+0.0 bps1
SU32,183$40.44$39.56$1.3M$1.27M-2.18%0.02%-0.0 bps1
IFF11,242$89.37$85.58$1M$962.09K-4.24%0.02%-0.0 bps1
CCK12,264$90.06$88.03$1.1M$1.08M-2.25%0.02%-0.0 bps1
HRB18,051$59.14$52.60$1.07M$949.48K-11.06%0.02%-0.0 bps1
SIRI47,926$27.03$27.11$1.3M$1.3M+0.30%0.02%+0.0 bps1
FTNT14,540$94.46$111.64$1.37M$1.62M+18.19%0.02%+0.0 bps1
HLT4,904$250.04$265.87$1.23M$1.3M+6.33%0.02%+0.0 bps1
ACI60,206$19.10$20.83$1.15M$1.25M+9.06%0.02%+0.0 bps1
CP12,967$75.87$77.52$983.81K$1.01M+2.17%0.02%+0.0 bps1
DXC53,478$21.68$20.37$1.16M$1.09M-6.04%0.02%-0.0 bps1
MATX7,656$164.55$146.32$1.26M$1.12M-11.08%0.02%-0.0 bps1
CNI9,088$110.05$101.59$1M$923.25K-7.69%0.02%-0.0 bps1
FHN68,444$20.16$22.10$1.38M$1.51M+9.62%0.02%+0.0 bps1
GM23,428$57.62$48.37$1.35M$1.13M-16.05%0.02%-0.0 bps1
CAL31,410$30.42$17.33$955.49K$544.34K-43.03%0.02%-0.0 bps1
VSCO38,365$36.04$32.83$1.38M$1.26M-8.91%0.02%-0.0 bps1
BJ11,659$86.97$105.95$1.01M$1.24M+21.82%0.02%+0.0 bps1
WFRD11,381$83.50$70.54$950.31K$802.82K-15.52%0.02%-0.0 bps1
ALLY26,120$36.22$38.38$946.07K$1M+5.96%0.02%+0.0 bps1
PZZA17,191$49.14$49.04$844.77K$843.05K-0.20%0.02%+0.0 bps1
SHW2,438$388.46$356.86$947.07K$870.02K-8.13%0.02%-0.0 bps1
SNBR50,477$13.65$18.40$689.01K$928.78K+34.80%0.02%+0.0 bps1
WIX5,324$184.01$223.70$979.67K$1.19M+21.57%0.02%+0.0 bps1
NE24,455$34.83$29.12$851.77K$712.13K-16.39%0.02%-0.0 bps1
HPE42,839$21.34$21.71$914.18K$930.03K+1.73%0.02%+0.0 bps1
DBI107,339$5.16$5.17$553.87K$554.94K+0.19%0.02%+0.0 bps1
GRPN75,051$8.31$12.83$623.67K$962.9K+54.39%0.01%+0.0 bps1
HD1,567$405.72$409.50$635.76K$641.69K+0.93%0.01%+0.0 bps1
TJX4,861$119.91$124.34$582.88K$604.42K+3.69%0.01%+0.0 bps1
ETD15,697$29.16$29.53$457.72K$463.53K+1.27%0.01%+0.0 bps1
VFC23,067$20.28$25.59$467.8K$590.28K+26.18%0.01%+0.0 bps1
KR7,258$59.08$65.13$428.8K$472.71K+10.24%0.01%+0.0 bps1
SIG3,240$97.66$53.70$316.42K$173.99K-45.01%0.01%-0.0 bps1
EMR2,596$129.00$123.34$334.88K$320.19K-4.39%0.01%-0.0 bps1
GT29,095$9.33$9.58$271.46K$278.73K+2.68%0.01%+0.0 bps1
BJRI7,795$36.37$34.96$283.5K$272.51K-3.88%0.00%-0.0 bps1
COST275$923.89$1071.85$254.07K$294.76K+16.01%0.00%+0.0 bps1
VRNA2.37%0
SWTX1.74%0
TPX1.19%0
K1.05%0
ZI0.86%0
GTAC0.27%0
JWN0.08%0
OS0.07%0
FYBR0.05%0
SMAR0.04%0
DESP0.03%0
PLYA0.03%0
X0.03%0
VSTO0.03%0
COOP0.02%0
CMA0.02%0
HES0.02%0
SKX0.01%0
GTACW0.00%0
Top 5 (by entry value)(5)$1.43B$1.47B+2.74%
Total(210)$5.11B$5.32B+4.19%

2024-08-142024-11-14

244 of 267 priced94.09% coverage
+15.93%
Holdings from Q2 2024 disclosure · accession 0000947871-24-000690 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CPNG29,253,016$22.15$25.33$647.95M$740.98M+14.36%11.62%+1.7 bps1
AMZN1,436,931$170.10$211.48$244.42M$303.88M+24.33%5.27%+1.3 bps1
MSFT600,004$416.86$426.89$250.12M$256.14M+2.41%5.09%+0.1 bps1
NVDA2,047,283$118.08$146.76$241.74M$300.46M+24.29%4.80%+1.2 bps1
PM2,008,928$117.20$128.20$235.45M$257.54M+9.39%3.86%+0.4 bps1
V590,112$261.14$308.25$154.1M$181.9M+18.04%2.94%+0.5 bps1
NU11,905,229$13.38$15.19$159.29M$180.84M+13.53%2.91%+0.4 bps1
JLL725,476$240.93$262.76$174.79M$190.63M+9.06%2.82%+0.3 bps1
META295,212$526.76$577.16$155.51M$170.38M+9.57%2.82%+0.3 bps1
GFL3,285,656$40.76$43.40$133.92M$142.6M+6.48%2.43%+0.2 bps1
CPT1,167,785$119.82$120.35$139.92M$140.54M+0.44%2.42%+0.0 bps1
NTRA1,070,339$118.50$151.11$126.84M$161.74M+27.52%2.20%+0.6 bps1
STX1,088,271$97.06$97.46$105.63M$106.06M+0.41%2.13%+0.0 bps1
SBUX1,425,353$93.90$99.23$133.84M$141.44M+5.68%2.10%+0.1 bps1
SWX1,489,156$71.94$76.28$107.13M$113.59M+6.03%1.99%+0.1 bps1
UBER1,404,425$71.93$71.44$101.02M$100.33M-0.68%1.94%-0.0 bps1
DASH919,428$126.93$173.80$116.7M$159.8M+36.93%1.90%+0.7 bps1
TSM489,108$169.97$188.50$83.13M$92.2M+10.90%1.61%+0.2 bps1
RCKT3,928,312$18.26$14.82$71.73M$58.22M-18.84%1.60%-0.3 bps1
MU638,639$100.41$99.18$64.13M$63.34M-1.23%1.59%-0.0 bps1
LPLA273,144$216.57$314.54$59.15M$85.91M+45.24%1.45%+0.7 bps1
AMD456,022$140.75$138.84$64.19M$63.31M-1.36%1.40%-0.0 bps1
CART2,243,269$31.84$42.93$71.43M$96.3M+34.83%1.37%+0.5 bps1
HUM191,570$356.38$283.14$68.27M$54.24M-20.55%1.36%-0.3 bps1
CRM270,573$255.32$331.65$69.08M$89.74M+29.90%1.32%+0.4 bps1
APH907,535$64.81$72.55$58.82M$65.84M+11.94%1.16%+0.1 bps1
ALAB996,750$38.86$88.49$38.73M$88.2M+127.71%1.14%+1.5 bps1
QDEL1,728,913$43.52$38.96$75.24M$67.36M-10.48%1.09%-0.1 bps1
MELI33,716$1898.57$1876.20$64.01M$63.26M-1.18%1.05%-0.0 bps1
PCVX687,908$76.95$92.68$52.93M$63.76M+20.44%0.99%+0.2 bps1
RDDT742,145$54.95$131.88$40.78M$97.87M+140.00%0.90%+1.3 bps1
NDAQ783,000$69.30$78.06$54.26M$61.12M+12.64%0.89%+0.1 bps1
ABNB286,234$116.24$134.56$33.27M$38.52M+15.76%0.82%+0.1 bps1
TWLO761,556$60.61$97.13$46.16M$73.97M+60.25%0.82%+0.5 bps1
VRDN3,307,945$14.18$21.64$46.91M$71.58M+52.61%0.82%+0.4 bps1
SHC3,379,014$14.72$14.99$49.74M$50.65M+1.83%0.76%+0.0 bps1
WVE7,669,361$5.57$15.00$42.72M$115.04M+169.30%0.73%+1.2 bps1
W721,618$40.19$38.79$29M$27.99M-3.48%0.72%-0.0 bps1
TMUS213,763$196.49$237.75$42M$50.82M+21.00%0.71%+0.1 bps1
CBRE413,200$110.49$132.00$45.65M$54.54M+19.47%0.70%+0.1 bps1
PLNT488,268$79.76$96.21$38.94M$46.98M+20.62%0.68%+0.1 bps1
LRCX28,020$845.33×10$74.79$23.69M$20.96M-11.53%0.57%-0.1 bps1
CNC384,406$77.03$58.68$29.61M$22.56M-23.82%0.48%-0.1 bps1
GUTS4,254,668$2.23$2.09$9.49M$8.89M-6.28%0.34%-0.0 bps1
KKR170,473$118.38$150.52$20.18M$25.66M+27.15%0.34%+0.1 bps1
DAWN1,211,138$13.41$14.32$16.24M$17.34M+6.79%0.32%+0.0 bps1
IVVD11,765,787$0.98$0.79$11.53M$9.31M-19.29%0.25%-0.0 bps1
AHCO1,177,090$9.74$10.04$11.46M$11.82M+3.08%0.22%+0.0 bps1
TGT57,142$135.76$153.47$7.76M$8.77M+13.05%0.16%+0.0 bps1
OXM62,642$88.66$77.00$5.55M$4.82M-13.15%0.12%-0.0 bps1
RBRK200,000$31.71$44.50$6.34M$8.9M+40.33%0.12%+0.0 bps1
BOOT44,635$132.83$132.93$5.93M$5.93M+0.08%0.11%+0.0 bps1
TJX48,943$109.08$119.91$5.34M$5.87M+9.93%0.10%+0.0 bps1
FLUT26,804$206.88$267.00$5.55M$7.16M+29.06%0.09%+0.0 bps1
SFM58,053$95.58$141.83$5.55M$8.23M+48.39%0.09%+0.0 bps1
URBN114,743$39.52$38.84$4.53M$4.46M-1.72%0.09%-0.0 bps1
HD13,198$355.66$405.72$4.69M$5.35M+14.08%0.09%+0.0 bps1
TPR105,150$37.96$57.82$3.99M$6.08M+52.32%0.09%+0.0 bps1
CRIS582,273$4.21$3.98$2.45M$2.32M-5.46%0.08%-0.0 bps1
JBL35,443$103.27$129.04$3.66M$4.57M+24.95%0.07%+0.0 bps1
CRWD9,875$256.22$344.36$2.53M$3.4M+34.40%0.07%+0.0 bps1
BBWI93,918$31.40$31.33$2.95M$2.94M-0.22%0.07%-0.0 bps1
DKS17,079$213.82$198.72$3.65M$3.39M-7.06%0.07%-0.0 bps1
CHWY133,453$25.56$32.39$3.41M$4.32M+26.72%0.07%+0.0 bps1
NCLH184,635$15.43$26.68$2.85M$4.93M+72.91%0.07%+0.0 bps1
HPQ98,961$34.75$36.49$3.44M$3.61M+5.01%0.07%+0.0 bps1
ROKU55,921$56.22$74.32$3.14M$4.16M+32.19%0.06%+0.0 bps1
ANF18,622$153.08$144.60$2.85M$2.69M-5.54%0.06%-0.0 bps1
DAL69,597$38.69$64.85$2.69M$4.51M+67.61%0.06%+0.0 bps1
KMX43,607$77.45$78.21$3.38M$3.41M+0.98%0.06%+0.0 bps1
EAT44,120$62.86$116.49$2.77M$5.14M+85.32%0.06%+0.1 bps1
TRIP179,289$13.59$14.58$2.44M$2.61M+7.28%0.06%+0.0 bps1
PANW9,337$339.91$394.39$3.17M$3.68M+16.03%0.06%+0.0 bps1
LZB84,349$40.45$43.07$3.41M$3.63M+6.48%0.06%+0.0 bps1
WING7,369$377.00$330.63$2.78M$2.44M-12.30%0.06%-0.0 bps1
CMG48,225$51.65$59.91$2.49M$2.89M+15.99%0.06%+0.0 bps1
WEN176,144$17.13$18.48$3.02M$3.26M+7.88%0.06%+0.0 bps1
YUM22,362$137.26$136.74$3.07M$3.06M-0.38%0.06%-0.0 bps1
T154,452$19.63$22.25$3.03M$3.44M+13.35%0.06%+0.0 bps1
CTRI150,000$15.76$20.32$2.36M$3.05M+28.93%0.06%+0.0 bps1
MNRO121,354$25.51$29.46$3.1M$3.58M+15.48%0.05%+0.0 bps1
DBI416,712$7.07$5.16$2.95M$2.15M-27.02%0.05%-0.0 bps1
EMR25,769$103.49$129.00$2.67M$3.32M+24.65%0.05%+0.0 bps1
SBH262,481$11.35$13.78$2.98M$3.62M+21.41%0.05%+0.0 bps1
HPE132,601$17.78$21.34$2.36M$2.83M+20.02%0.05%+0.0 bps1
UI19,093$174.65$343.12$3.33M$6.55M+96.46%0.05%+0.1 bps1
NTNX47,171$51.26$71.09$2.42M$3.35M+38.69%0.05%+0.0 bps1
CCL140,013$14.76$24.31$2.07M$3.4M+64.70%0.05%+0.0 bps1
EBAY46,183$55.76$62.30$2.58M$2.88M+11.73%0.05%+0.0 bps1
ORCL17,122$135.60$187.05$2.32M$3.2M+37.94%0.05%+0.0 bps1
LOGI24,666$88.26$78.24$2.18M$1.93M-11.35%0.05%-0.0 bps1
CNK104,214$26.36$31.98$2.75M$3.33M+21.32%0.04%+0.0 bps1
AAL193,854$9.74$14.26$1.89M$2.76M+46.41%0.04%+0.0 bps1
DELL15,712$102.95$134.43$1.62M$2.11M+30.58%0.04%+0.0 bps1
SCVL56,790$41.33$36.93$2.35M$2.1M-10.65%0.04%-0.0 bps1
QRVO17,887$108.52$66.30$1.94M$1.19M-38.91%0.04%-0.0 bps1
AX36,200$62.07$80.58$2.25M$2.92M+29.82%0.04%+0.0 bps1
TXRH12,029$167.69$198.91$2.02M$2.39M+18.62%0.04%+0.0 bps1
CAVA22,172$95.76$138.34$2.12M$3.07M+44.47%0.04%+0.0 bps1
GOOGL11,187$160.37$175.58$1.79M$1.96M+9.48%0.04%+0.0 bps1
BLMN103,427$16.62$13.43$1.72M$1.39M-19.19%0.04%-0.0 bps1
LBTYK109,255$19.22×1.91$12.71$2.1M$2.65M+26.31%0.04%+0.0 bps1
ONON50,257$40.56$53.35$2.04M$2.68M+31.53%0.04%+0.0 bps1
ROST13,185$141.34$142.33$1.86M$1.88M+0.70%0.04%+0.0 bps1
DXCM16,664$70.05$74.68$1.17M$1.24M+6.61%0.04%+0.0 bps1
SNCY150,443$9.29$15.43$1.4M$2.32M+66.09%0.04%+0.0 bps1
SG62,486$33.89$33.66$2.12M$2.1M-0.68%0.04%-0.0 bps1
LVS42,174$39.50$48.53$1.67M$2.05M+22.86%0.04%+0.0 bps1
NVS17,038$113.53$103.40$1.93M$1.76M-8.92%0.03%-0.0 bps1
WEX10,247$174.89$180.91$1.79M$1.85M+3.44%0.03%+0.0 bps1
ILMN17,338$122.28$142.24$2.12M$2.47M+16.32%0.03%+0.0 bps1
VVV41,612$40.18$42.86$1.67M$1.78M+6.67%0.03%+0.0 bps1
PEGA29,511$67.82$88.45$2M$2.61M+30.42%0.03%+0.0 bps1
YOU95,226$27.29$26.91$2.6M$2.56M-1.39%0.03%-0.0 bps1
PRM227,477$10.41$12.12$2.37M$2.76M+16.43%0.03%+0.0 bps1
ENR59,878$28.75$33.82$1.72M$2.03M+17.63%0.03%+0.0 bps1
BXC18,945$94.46$121.34$1.79M$2.3M+28.46%0.03%+0.0 bps1
NTAP13,583$127.11$118.07$1.73M$1.6M-7.11%0.03%-0.0 bps1
MOH5,863$339.22$306.00$1.99M$1.79M-9.79%0.03%-0.0 bps1
POOL5,637$344.04$357.49$1.94M$2.02M+3.91%0.03%+0.0 bps1
CIEN35,841$50.03$69.75$1.79M$2.5M+39.42%0.03%+0.0 bps1
ZD31,242$41.79$57.31$1.31M$1.79M+37.14%0.03%+0.0 bps1
LESL409,648$3.02$2.76$1.24M$1.13M-8.61%0.03%-0.0 bps1
MIR159,811$10.40$15.36$1.66M$2.45M+47.69%0.03%+0.0 bps1
PINS38,750$29.28$29.37$1.13M$1.14M+0.31%0.03%+0.0 bps1
HBM186,899$7.51$8.53$1.4M$1.59M+13.58%0.03%+0.0 bps1
TSCO6,238$262.29×5$55.42$1.64M$1.73M+5.64%0.03%+0.0 bps1
TCOM35,697$41.41$59.93$1.48M$2.14M+44.72%0.03%+0.0 bps1
KD63,048$23.16$28.26$1.46M$1.78M+22.02%0.03%+0.0 bps1
QCOM8,344$167.15$163.97$1.39M$1.37M-1.90%0.03%-0.0 bps1
CARG62,491$27.68$35.89$1.73M$2.24M+29.66%0.03%+0.0 bps1
NICE9,531$166.78$182.19$1.59M$1.74M+9.24%0.03%+0.0 bps1
BHC230,431$5.53$8.76$1.27M$2.02M+58.41%0.03%+0.0 bps1
MAR6,657$217.10$282.02$1.45M$1.88M+29.90%0.03%+0.0 bps1
DVA11,553$148.88$154.36$1.72M$1.78M+3.68%0.03%+0.0 bps1
WCC10,071$156.06$207.88$1.57M$2.09M+33.21%0.03%+0.0 bps1
DOCU29,368$55.59$80.36$1.63M$2.36M+44.56%0.03%+0.0 bps1
CLVT276,515$6.14$4.50$1.7M$1.24M-26.71%0.03%-0.0 bps1
GRAB440,585$3.37$4.73$1.48M$2.08M+40.36%0.03%+0.0 bps1
BTU70,674$21.81$27.05$1.54M$1.91M+24.03%0.03%+0.0 bps1
FTI59,675$26.18$28.49$1.56M$1.7M+8.82%0.03%+0.0 bps1
LNG8,872$184.12$210.78$1.63M$1.87M+14.48%0.03%+0.0 bps1
ZBRA5,021$333.24$394.66$1.67M$1.98M+18.43%0.03%+0.0 bps1
EEFT14,916$99.68$102.19$1.49M$1.52M+2.52%0.03%+0.0 bps1
OKTA16,459$95.08$76.93$1.56M$1.27M-19.09%0.03%-0.0 bps1
TSEM38,977$38.98$46.30$1.52M$1.8M+18.78%0.03%+0.0 bps1
JBI120,691$10.50$7.27$1.27M$877.42K-30.76%0.03%-0.0 bps1
MBC103,313$15.19$17.01$1.57M$1.76M+11.98%0.03%+0.0 bps1
ZM25,629$57.00$82.63$1.46M$2.12M+44.96%0.03%+0.0 bps1
HLT6,915$207.79$250.04$1.44M$1.73M+20.33%0.03%+0.0 bps1
EQH36,840$39.24$47.65$1.45M$1.76M+21.43%0.03%+0.0 bps1
MSGE43,651$37.74$35.81$1.65M$1.56M-5.11%0.03%-0.0 bps1
WRBY91,207$12.79$21.34$1.17M$1.95M+66.85%0.03%+0.0 bps1
CRC27,490$48.96$58.41$1.35M$1.61M+19.30%0.03%+0.0 bps1
GTX169,061$8.02$7.80$1.36M$1.32M-2.74%0.03%-0.0 bps1
PSTG22,564$60.30$49.83$1.36M$1.12M-17.36%0.03%-0.0 bps1
TNL32,292$42.10$53.93$1.36M$1.74M+28.10%0.03%+0.0 bps1
PAGS123,867$13.13$7.82$1.63M$968.64K-40.44%0.03%-0.0 bps1
ADSK5,807$246.22$306.65$1.43M$1.78M+24.54%0.03%+0.0 bps1
CEIX14,095$93.11$123.60$1.31M$1.74M+32.75%0.03%+0.0 bps1
FND14,354$103.12$102.25$1.48M$1.47M-0.84%0.03%-0.0 bps1
STNE116,496$13.35$9.87$1.56M$1.15M-26.07%0.03%-0.0 bps1
HLF127,887$7.98$7.71$1.02M$986.01K-3.38%0.03%-0.0 bps1
SYF28,086$46.32$64.89$1.3M$1.82M+40.09%0.03%+0.0 bps1
ARMK38,626$35.97$38.68$1.39M$1.49M+7.53%0.02%+0.0 bps1
ATKR9,709$92.50$91.23$898.08K$885.75K-1.37%0.02%-0.0 bps1
VEEV7,001$188.20$229.71$1.32M$1.61M+22.06%0.02%+0.0 bps1
COLL39,596$34.30$30.27$1.36M$1.2M-11.75%0.02%-0.0 bps1
GDDY9,112$160.83$185.29$1.47M$1.69M+15.21%0.02%+0.0 bps1
EGO84,894$17.18$15.29$1.46M$1.3M-11.00%0.02%-0.0 bps1
IMKTA18,296$71.07$72.65$1.3M$1.33M+2.22%0.02%+0.0 bps1
MHK11,029$144.03$140.34$1.59M$1.55M-2.56%0.02%-0.0 bps1
CVLT10,198$150.66$171.03$1.54M$1.74M+13.52%0.02%+0.0 bps1
NOK327,922$3.98$4.49$1.31M$1.47M+12.81%0.02%+0.0 bps1
GSM230,538$4.47$4.03$1.03M$929.07K-9.84%0.02%-0.0 bps1
PFSI12,904$99.52$101.24$1.28M$1.31M+1.73%0.02%+0.0 bps1
MGM27,245$38.08$37.52$1.04M$1.02M-1.47%0.02%-0.0 bps1
WDAY5,392$222.84$271.49$1.2M$1.46M+21.83%0.02%+0.0 bps1
PRGO46,983$26.87$26.93$1.26M$1.27M+0.22%0.02%+0.0 bps1
AXTA35,178$33.75$40.66$1.19M$1.43M+20.47%0.02%+0.0 bps1
DXC62,317$19.35$21.68$1.21M$1.35M+12.04%0.02%+0.0 bps1
GRMN7,320$170.00$211.37$1.24M$1.55M+24.34%0.02%+0.0 bps1
ANIP18,536$59.20$58.91$1.1M$1.09M-0.49%0.02%-0.0 bps1
WBS27,060$44.15$59.70$1.19M$1.62M+35.22%0.02%+0.0 bps1
CROX7,869$131.39$99.86$1.03M$785.8K-24.00%0.02%-0.0 bps1
CAKE29,062$35.36$48.10$1.03M$1.4M+36.03%0.02%+0.0 bps1
KLAC1,371$7938.90$6450.00$10.88M$8.84M-18.75%0.02%-0.0 bps1
SKYW13,695$72.13$110.81$987.82K$1.52M+53.63%0.02%+0.0 bps1
SPNT92,070$14.54$14.67$1.34M$1.35M+0.89%0.02%+0.0 bps1
NVO7,849$134.42$105.32$1.06M$826.66K-21.65%0.02%-0.0 bps1
SU29,310$41.14$40.44$1.21M$1.19M-1.70%0.02%-0.0 bps1
NWG138,169$8.87$9.96$1.23M$1.38M+12.29%0.02%+0.0 bps1
CRBU652,542$1.90$2.09$1.24M$1.36M+10.00%0.02%+0.0 bps1
TEVA65,483$18.01$16.75$1.18M$1.1M-7.00%0.02%-0.0 bps1
AMAT4,458$201.63$186.00$898.87K$829.19K-7.75%0.02%-0.0 bps1
THC7,870$154.00$162.65$1.21M$1.28M+5.62%0.02%+0.0 bps1
TEAM5,823$143.50$249.99$835.6K$1.46M+74.21%0.02%+0.0 bps1
ALLY25,821$41.06$36.22$1.06M$935.24K-11.79%0.02%-0.0 bps1
GM21,940$43.61$57.62$956.8K$1.26M+32.13%0.02%+0.0 bps1
IFF10,599$96.71$89.37$1.03M$947.23K-7.59%0.02%-0.0 bps1
EXPE7,836$129.03$182.26$1.01M$1.43M+41.25%0.02%+0.0 bps1
PLAY24,648$31.23$39.24$769.76K$967.19K+25.65%0.02%+0.0 bps1
MATX7,393$129.98$164.55$960.94K$1.22M+26.60%0.02%+0.0 bps1
CWH54,046$19.78$24.17$1.07M$1.31M+22.19%0.02%+0.0 bps1
ARCH6,285$93.11$123.60$585.2K$776.83K+32.75%0.02%+0.0 bps1
GRPN58,317$12.26$8.31$714.97K$484.61K-32.22%0.02%-0.0 bps1
CLF55,871$12.55$11.46$701.18K$640.28K-8.69%0.02%-0.0 bps1
BC11,732$74.06$80.88$868.87K$948.88K+9.21%0.02%+0.0 bps1
GPC5,689$137.19$123.85$780.47K$704.58K-9.72%0.01%-0.0 bps1
ETN2,495$298.30$361.86$744.26K$902.84K+21.31%0.01%+0.0 bps1
SPOT2,430$334.35$477.50$812.47K$1.16M+42.81%0.01%+0.0 bps1
BBW29,296$26.14$37.06$765.8K$1.09M+41.78%0.01%+0.0 bps1
DBX32,940$22.46$27.67$739.83K$911.45K+23.20%0.01%+0.0 bps1
PYPL12,626$66.14$85.79$835.08K$1.08M+29.71%0.01%+0.0 bps1
FDX2,403$228.31$235.53$548.62K$565.97K+3.16%0.01%+0.0 bps1
CHGG216,709$1.98$1.71$429.08K$370.57K-13.64%0.01%-0.0 bps1
LYFT48,639$10.08$17.92$490.28K$871.61K+77.78%0.01%+0.0 bps1
JBLU104,052$4.61$7.11$479.68K$739.81K+54.23%0.01%+0.0 bps1
ACN2,083$319.83$362.07$666.21K$754.19K+13.21%0.01%+0.0 bps1
GOLF9,523$65.77$68.26$626.33K$650.04K+3.79%0.01%+0.0 bps1
PDD4,497$141.98$112.33$638.48K$505.15K-20.88%0.01%-0.0 bps1
STT7,660$78.95$94.18$604.76K$721.42K+19.29%0.01%+0.0 bps1
CASY1,477$366.31$405.71$541.04K$599.23K+10.76%0.01%+0.0 bps1
AFRM17,869$26.58$53.21$474.96K$950.81K+100.19%0.01%+0.0 bps1
LYV5,686$93.49$129.19$531.58K$734.57K+38.19%0.01%+0.0 bps1
HSY2,868$200.61$178.94$575.35K$513.2K-10.80%0.01%-0.0 bps1
KTB7,972$68.88$90.77$549.11K$723.62K+31.78%0.01%+0.0 bps1
NOW638$819.02$1039.80$522.53K$663.39K+26.96%0.01%+0.0 bps1
ADBE888$539.79$529.87$479.33K$470.52K-1.84%0.01%-0.0 bps1
CI1,481$334.90$323.88$495.99K$479.67K-3.29%0.01%-0.0 bps1
SMCI588$577.09×10$18.01$339.33K$105.9K-68.79%0.01%-0.0 bps1
SLG7,893$62.28$76.05$491.58K$600.26K+22.11%0.01%+0.0 bps1
TDOC44,521$6.79$8.96$302.3K$398.91K+31.96%0.01%+0.0 bps1
ZS2,256$183.98$208.50$415.06K$470.38K+13.33%0.01%+0.0 bps1
STEP8,815$51.78$65.36$456.44K$576.15K+26.23%0.01%+0.0 bps1
NFLX569$661.68$837.26$376.5K$476.4K+26.54%0.01%+0.0 bps1
SYM10,041$21.40$29.93$214.88K$300.53K+39.86%0.01%+0.0 bps1
BX2,828$136.16$181.21$385.06K$512.46K+33.09%0.01%+0.0 bps1
CHH2,852$119.32$144.19$340.3K$411.23K+20.84%0.01%+0.0 bps1
SWKS2,812$104.88$84.00$294.92K$236.21K-19.91%0.01%-0.0 bps1
EL2,731$91.63$64.83$250.24K$177.05K-29.25%0.01%-0.0 bps1
AAP4,331$60.50$41.20$262.03K$178.44K-31.90%0.01%-0.0 bps1
RSG1,149$202.45$209.46$232.62K$240.67K+3.46%0.00%+0.0 bps1
SNBR20,136$11.98$13.65$241.23K$274.86K+13.94%0.00%+0.0 bps1
SWTX1.86%0
K1.67%0
TPX0.88%0
VRNA0.85%0
GTAC0.26%0
JWN0.05%0
SKX0.04%0
SMAR0.03%0
ODP0.03%0
PLYA0.03%0
VSTO0.03%0
WRK0.03%0
DESP0.02%0
BSIG0.02%0
GPS0.02%0
HBI0.02%0
COOP0.02%0
TGNA0.02%0
SQ0.01%0
DENN0.01%0
PDCO0.01%0
CMAX0.01%0
GTACW0.00%0
Top 5 (by entry value)(5)$1.62B$1.86B+14.78%
Total(244)$5.01B$5.81B+15.93%

2024-05-152024-08-14

347 of 403 priced95.92% coverage
+0.02%
Holdings from Q1 2024 disclosure · accession 0000947871-24-000481 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CPNG54,256,308$22.52$22.15$1.22B$1.2B-1.64%18.70%-0.3 bps1
AMZN1,247,318$185.99$170.10$231.99M$212.17M-8.54%4.36%-0.4 bps1
NVDA210,759$946.30×10$118.08$199.44M$248.86M+24.78%3.69%+0.9 bps1
PM1,884,414$100.57$117.20$189.52M$220.85M+16.54%3.35%+0.6 bps1
JLL811,390$207.88$240.93$168.67M$195.49M+15.90%3.07%+0.5 bps1
NU12,053,051$12.09$13.38$145.72M$161.27M+10.67%2.79%+0.3 bps1
V459,858$281.50$261.14$129.45M$120.09M-7.23%2.49%-0.2 bps1
CRM424,011$287.54$255.32$121.92M$108.26M-11.21%2.47%-0.3 bps1
SWX1,660,089$76.11$71.94$126.35M$119.43M-5.48%2.45%-0.1 bps1
CPT1,121,458$108.01$119.82$121.13M$134.37M+10.93%2.14%+0.2 bps1
STX1,166,616$98.72$97.06$115.17M$113.23M-1.68%2.10%-0.0 bps1
RCKT3,888,312$23.66$18.26$92M$71M-22.82%2.03%-0.5 bps1
EA702,830$127.62$146.46$89.7M$102.94M+14.76%1.81%+0.3 bps1
GFL2,690,397$31.43$40.76$84.56M$109.66M+29.69%1.80%+0.5 bps1
DASH673,507$116.28$126.93$78.32M$85.49M+9.16%1.80%+0.2 bps1
SCHW1,273,057$78.68$65.36$100.16M$83.21M-16.93%1.78%-0.3 bps1
BAX2,119,759$35.43$35.53$75.1M$75.32M+0.28%1.76%+0.0 bps1
CART2,369,782$32.85$31.84$77.85M$75.45M-3.07%1.71%-0.1 bps1
LPLA330,432$267.77$216.57$88.48M$71.56M-19.12%1.69%-0.3 bps1
UBER1,097,134$66.62$71.93$73.09M$78.92M+7.97%1.64%+0.1 bps1
MSFT183,831$423.08$416.86$77.78M$76.63M-1.47%1.50%-0.0 bps1
META152,689$481.54$526.76$73.53M$80.43M+9.39%1.44%+0.1 bps1
ALAB996,750$77.42$38.86$77.17M$38.73M-49.81%1.43%-0.7 bps1
NTRA798,682$107.31$118.50$85.71M$94.64M+10.43%1.42%+0.1 bps1
TSM504,022$155.58$169.97$78.42M$85.67M+9.25%1.33%+0.1 bps1
QDEL1,356,251$44.96$43.52$60.98M$59.02M-3.20%1.26%-0.0 bps1
MELI40,765$1718.50$1898.57$70.05M$77.4M+10.48%1.19%+0.1 bps1
DHR220,195$263.46$268.08$58.01M$59.03M+1.75%1.07%+0.0 bps1
SBUX587,158$75.70$93.90$44.45M$55.13M+24.04%1.04%+0.3 bps1
AMD290,269$159.67$140.75$46.35M$40.86M-11.85%1.02%-0.1 bps1
IVVD11,765,787$2.46$0.98$28.94M$11.53M-60.16%1.01%-0.6 bps1
DPZ102,556$517.68$442.24$53.09M$45.35M-14.57%0.99%-0.1 bps1
TWLO798,989$61.44$60.61$49.09M$48.43M-1.35%0.95%-0.0 bps1
WVE7,688,079$5.90$5.57$45.36M$42.82M-5.59%0.92%-0.1 bps1
VRDN2,692,414$14.27$14.18$38.42M$38.18M-0.63%0.91%-0.0 bps1
HUM135,837$347.15$356.38$47.16M$48.41M+2.66%0.91%+0.0 bps1
SHC3,567,120$11.41$14.72$40.7M$52.51M+29.01%0.83%+0.2 bps1
NDAQ629,193$61.35$69.30$38.6M$43.6M+12.96%0.77%+0.1 bps1
TMUS230,720$162.68$196.49$37.53M$45.33M+20.78%0.73%+0.2 bps1
EL222,665$136.00$91.63$30.28M$20.4M-32.63%0.67%-0.2 bps1
W493,710$71.06$40.19$35.08M$19.84M-43.44%0.65%-0.3 bps1
COHR548,133$57.08$66.99$31.29M$36.72M+17.36%0.64%+0.1 bps1
GUTS4,254,668$7.15$2.23$30.42M$9.49M-68.81%0.61%-0.4 bps1
PLNT500,371$67.30$79.76$33.67M$39.91M+18.51%0.61%+0.1 bps1
CNC384,406$78.09$77.03$30.02M$29.61M-1.36%0.58%-0.0 bps1
LRCX29,462$947.75$845.33$27.92M$24.91M-10.81%0.55%-0.1 bps1
PCVX355,131$71.63$76.95$25.44M$27.33M+7.43%0.47%+0.0 bps1
ARES174,739$149.82$143.83$26.18M$25.13M-4.00%0.45%-0.0 bps1
DAWN1,256,570$16.42$13.41$20.63M$16.85M-18.33%0.40%-0.1 bps1
TROW155,248$115.08$105.93$17.87M$16.45M-7.95%0.37%-0.0 bps1
MCO39,736$409.90$466.15$16.29M$18.52M+13.72%0.30%+0.0 bps1
AHCO1,320,503$9.84$9.74$12.99M$12.86M-1.02%0.29%-0.0 bps1
RDDT300,000$59.63$54.95$17.89M$16.49M-7.85%0.29%-0.0 bps1
JHG241,638$34.79$35.02$8.41M$8.46M+0.66%0.15%+0.0 bps1
CRIS582,273$13.00$4.21$7.57M$2.45M-67.62%0.12%-0.1 bps1
WING13,277$389.18$377.00$5.17M$5.01M-3.13%0.09%-0.0 bps1
ABNB27,321$145.80$116.24$3.98M$3.18M-20.27%0.09%-0.0 bps1
FDX13,722$208.96$228.31$2.87M$3.13M+9.26%0.08%+0.0 bps1
SFM59,101$76.84$95.58$4.54M$5.65M+24.39%0.07%+0.0 bps1
KMX40,202$74.35$77.45$2.99M$3.11M+4.17%0.07%+0.0 bps1
EBAY63,932$52.42$55.76$3.35M$3.56M+6.37%0.07%+0.0 bps1
CRBU652,542$3.64$1.90$2.38M$1.24M-47.80%0.07%-0.0 bps1
MTCH89,370$31.36$34.17$2.8M$3.05M+8.96%0.06%+0.0 bps1
HRB62,260$53.17$56.92$3.31M$3.54M+7.05%0.06%+0.0 bps1
UPS20,025$147.94$126.42$2.96M$2.53M-14.55%0.06%-0.0 bps1
PANW10,226$312.32$339.91$3.19M$3.48M+8.83%0.06%+0.0 bps1
AAP32,948$75.86$60.50$2.5M$1.99M-20.25%0.05%-0.0 bps1
ANF21,607$137.68$153.08$2.97M$3.31M+11.19%0.05%+0.0 bps1
SPOT10,119$303.04$334.35$3.07M$3.38M+10.33%0.05%+0.0 bps1
EYE117,484$16.01$10.45$1.88M$1.23M-34.73%0.05%-0.0 bps1
WIX18,094$137.36$159.05$2.49M$2.88M+15.79%0.05%+0.0 bps1
NFLX3,963$613.52$661.68$2.43M$2.62M+7.85%0.05%+0.0 bps1
ORLY2,085$1010.38$1129.22$2.11M$2.35M+11.76%0.05%+0.0 bps1
AZO733$2930.17$3196.42$2.15M$2.34M+9.09%0.04%+0.0 bps1
EAT45,778$62.10$62.86$2.84M$2.88M+1.22%0.04%+0.0 bps1
BOOT22,539$109.98$132.83$2.48M$2.99M+20.78%0.04%+0.0 bps1
MU17,884$127.81$100.41$2.29M$1.8M-21.44%0.04%-0.0 bps1
UAA280,394$6.80$7.95$1.91M$2.23M+16.91%0.04%+0.0 bps1
FND15,294$122.59$103.12$1.87M$1.58M-15.88%0.04%-0.0 bps1
ADBE3,804$485.35$539.79$1.85M$2.05M+11.22%0.04%+0.0 bps1
JBL14,087$115.47$103.27$1.63M$1.45M-10.57%0.04%-0.0 bps1
ANET5,904$326.03$348.65$1.92M$2.06M+6.94%0.03%+0.0 bps1
GRMN11,288$170.55$170.00$1.93M$1.92M-0.32%0.03%-0.0 bps1
WEN88,890$18.42$17.13$1.64M$1.52M-7.00%0.03%-0.0 bps1
SHW4,820$316.37$352.15$1.52M$1.7M+11.31%0.03%+0.0 bps1
YUM11,959$138.34$137.26$1.65M$1.64M-0.78%0.03%-0.0 bps1
LOGI18,024$88.58$88.26$1.6M$1.59M-0.36%0.03%-0.0 bps1
HPQ52,112$31.36$34.75$1.63M$1.81M+10.81%0.03%+0.0 bps1
ORCL12,454$121.63$135.60$1.51M$1.69M+11.49%0.03%+0.0 bps1
CMG537$3168.30×50$51.65$1.7M$1.39M-18.49%0.03%-0.0 bps1
AAL99,281$14.94$9.74$1.48M$967K-34.81%0.03%-0.0 bps1
TPR30,598$42.67$37.96$1.31M$1.16M-11.04%0.03%-0.0 bps1
ROKU22,278$62.27$56.22$1.39M$1.25M-9.72%0.03%-0.0 bps1
ZBRA4,741$323.87$333.24$1.54M$1.58M+2.89%0.03%+0.0 bps1
HLT6,634$204.57$207.79$1.36M$1.38M+1.57%0.03%+0.0 bps1
SBH108,774$10.93$11.35$1.19M$1.23M+3.84%0.03%+0.0 bps1
DRI7,857$151.78$140.82$1.19M$1.11M-7.22%0.03%-0.0 bps1
GD4,566$294.59$293.73$1.35M$1.34M-0.29%0.03%-0.0 bps1
CROX8,846$144.73$131.39$1.28M$1.16M-9.22%0.02%-0.0 bps1
CAT3,425$360.04$337.59$1.23M$1.16M-6.24%0.02%-0.0 bps1
UI10,829$140.12$174.65$1.52M$1.89M+24.64%0.02%+0.0 bps1
GDDY10,355$136.45$160.83$1.41M$1.67M+17.87%0.02%+0.0 bps1
IMKTA15,461$74.24$71.07$1.15M$1.1M-4.27%0.02%-0.0 bps1
HD3,062$348.67$355.66$1.07M$1.09M+2.00%0.02%+0.0 bps1
CCL71,515$14.86$14.76$1.06M$1.06M-0.67%0.02%-0.0 bps1
RHI14,560$71.16$60.20$1.04M$876.51K-15.40%0.02%-0.0 bps1
COST1,557$787.04$862.71$1.23M$1.34M+9.61%0.02%+0.0 bps1
COLM13,838$83.59$79.80$1.16M$1.1M-4.53%0.02%-0.0 bps1
TNL22,734$45.64$42.10$1.04M$957.1K-7.76%0.02%-0.0 bps1
CRWD3,391$343.12$256.22$1.16M$868.84K-25.33%0.02%-0.0 bps1
CW4,207$277.00$299.29$1.17M$1.26M+8.05%0.02%+0.0 bps1
PCAR8,687$108.08$93.69$938.89K$813.89K-13.31%0.02%-0.0 bps1
GO36,604$20.91$19.16$765.39K$701.33K-8.37%0.02%-0.0 bps1
HWM15,325$82.75$93.88$1.27M$1.44M+13.45%0.02%+0.0 bps1
SCVL28,557$36.00$41.33$1.03M$1.18M+14.81%0.02%+0.0 bps1
GPOR6,160$157.44$141.75$969.83K$873.18K-9.97%0.02%-0.0 bps1
DBI89,096$9.22$7.07$821.47K$629.91K-23.32%0.02%-0.0 bps1
MCHP10,748$95.36$78.10$1.02M$839.42K-18.10%0.02%-0.0 bps1
OC5,755$179.47$158.54$1.03M$912.4K-11.66%0.02%-0.0 bps1
MTN4,277$201.00$174.62$859.68K$746.85K-13.12%0.02%-0.0 bps1
CVLT9,337$112.37$150.66$1.05M$1.41M+34.07%0.02%+0.0 bps1
QCOM5,573$194.61$167.15$1.08M$931.53K-14.11%0.02%-0.0 bps1
HSY4,789$205.41$200.61$983.71K$960.72K-2.34%0.02%-0.0 bps1
BKNG252$3792.53$3572.58$955.72K$900.29K-5.80%0.02%-0.0 bps1
OXM8,098$106.57$88.66$863K$717.97K-16.81%0.02%-0.0 bps1
BTU36,916$22.74$21.81$839.47K$805.14K-4.09%0.02%-0.0 bps1
WAB6,163$168.99$156.08$1.04M$961.92K-7.64%0.02%-0.0 bps1
CASY2,799$337.68$366.31$945.17K$1.03M+8.48%0.02%+0.0 bps1
ALSN10,952$75.93$84.07$831.59K$920.73K+10.72%0.02%+0.0 bps1
SPB9,949$95.07$89.64$945.85K$891.83K-5.71%0.02%-0.0 bps1
TDOC57,027$12.81$6.79$730.52K$387.21K-46.99%0.02%-0.0 bps1
VRSN4,504$169.25$174.93$762.3K$787.88K+3.36%0.02%+0.0 bps1
SLG15,380$54.01$62.28$830.67K$957.87K+15.31%0.02%+0.0 bps1
GM18,530$45.49$43.61$842.93K$808.09K-4.13%0.02%-0.0 bps1
RVLV39,502$22.68$21.99$895.91K$868.65K-3.04%0.02%-0.0 bps1
TGT4,704$157.51$135.76$740.93K$638.62K-13.81%0.02%-0.0 bps1
BAH5,475$150.95$147.98$826.45K$810.19K-1.97%0.02%-0.0 bps1
TEVA57,545$16.78$18.01$965.61K$1.04M+7.33%0.02%+0.0 bps1
CEIX9,456$90.53$93.11$856.05K$880.45K+2.85%0.02%+0.0 bps1
CPRI17,330$36.15$30.13$626.48K$522.15K-16.65%0.02%-0.0 bps1
ENR26,411$30.85$28.75$814.78K$759.32K-6.81%0.02%-0.0 bps1
CPB17,445$45.72$49.63$797.59K$865.8K+8.55%0.02%+0.0 bps1
LNG4,711$156.12$184.12$735.48K$867.39K+17.93%0.01%+0.0 bps1
LYV7,142$96.48$93.49$689.06K$667.71K-3.10%0.01%-0.0 bps1
NSC2,946$231.36$241.97$681.59K$712.84K+4.59%0.01%+0.0 bps1
NOC1,559$469.65$505.00$732.18K$787.3K+7.53%0.01%+0.0 bps1
AFRM19,886$32.30$26.58$642.32K$528.57K-17.71%0.01%-0.0 bps1
PINS21,459$42.44$29.28$910.72K$628.32K-31.01%0.01%-0.0 bps1
SAIC5,406$135.82$123.96$734.24K$670.13K-8.73%0.01%-0.0 bps1
VEEV3,038$211.38$188.20$642.17K$571.75K-10.97%0.01%-0.0 bps1
PGR3,318$209.25$234.34$694.29K$777.54K+11.99%0.01%+0.0 bps1
BL10,349$58.90$51.99$609.56K$538.04K-11.73%0.01%-0.0 bps1
BN15,841$44.85$46.32$710.47K$733.76K+3.28%0.01%+0.0 bps1
CHWY41,003$16.32$25.56$669.17K$1.05M+56.62%0.01%+0.0 bps1
PAYX5,207$124.37$125.10$647.59K$651.4K+0.59%0.01%+0.0 bps1
FVRR30,480$25.67$23.26$782.42K$708.96K-9.39%0.01%-0.0 bps1
QLYS3,745$148.67$123.11$556.77K$461.05K-17.19%0.01%-0.0 bps1
RELX14,481$43.91$45.70$635.86K$661.78K+4.08%0.01%+0.0 bps1
HPE34,871$17.97$17.78$626.63K$620.01K-1.06%0.01%-0.0 bps1
AWI4,903$117.05$119.62$573.9K$586.5K+2.20%0.01%+0.0 bps1
HXL8,327$72.67$62.10$605.12K$517.11K-14.55%0.01%-0.0 bps1
ZTS3,550$173.28$183.38$615.14K$651K+5.83%0.01%+0.0 bps1
DVA4,305$137.88$148.88$593.57K$640.93K+7.98%0.01%+0.0 bps1
EXPE4,324$112.45$129.03$486.23K$557.93K+14.74%0.01%+0.0 bps1
NTNX9,634$69.01$51.26$664.84K$493.84K-25.72%0.01%-0.0 bps1
IBP2,277$233.41$208.10$531.47K$473.84K-10.84%0.01%-0.0 bps1
KMPR9,490$59.91$61.11$568.55K$579.93K+2.00%0.01%+0.0 bps1
OZK12,865$48.78$40.31$627.55K$518.59K-17.36%0.01%-0.0 bps1
AMG3,464$160.48$167.54$555.9K$580.36K+4.40%0.01%+0.0 bps1
VC4,925$116.72$96.25$574.85K$474.03K-17.54%0.01%-0.0 bps1
GRPN42,807$16.64$12.26$712.31K$524.81K-26.32%0.01%-0.0 bps1
BLMN19,858$24.05$16.62$477.58K$330.04K-30.89%0.01%-0.0 bps1
XOM4,831$118.58$118.95$572.86K$574.65K+0.31%0.01%+0.0 bps1
BKD84,370$7.12$6.97$600.71K$588.06K-2.11%0.01%-0.0 bps1
UNP2,253$246.54$241.22$555.45K$543.47K-2.16%0.01%-0.0 bps1
YOU25,444$17.66$27.29$449.34K$694.37K+54.53%0.01%+0.0 bps1
HPP83,856$5.68$4.56$476.3K$382.38K-19.72%0.01%-0.0 bps1
IP13,874$39.71$46.12$550.94K$639.87K+16.14%0.01%+0.0 bps1
TKR6,185$93.10$81.72$575.82K$505.44K-12.22%0.01%-0.0 bps1
CTAS783$692.40$763.16$542.15K$597.55K+10.22%0.01%+0.0 bps1
KEX5,610$116.07$116.24$651.15K$652.11K+0.15%0.01%+0.0 bps1
SHOO12,751$42.49$42.55$541.79K$542.56K+0.14%0.01%+0.0 bps1
FIVN8,582$53.59$32.21$459.91K$276.43K-39.90%0.01%-0.0 bps1
LPX6,311$92.04$94.08$580.86K$593.74K+2.22%0.01%+0.0 bps1
RACE1,223$417.21$452.90$510.25K$553.9K+8.55%0.01%+0.0 bps1
CHH4,118$118.37$119.32$487.45K$491.36K+0.80%0.01%+0.0 bps1
MATX4,659$114.92$129.98$535.41K$605.58K+13.10%0.01%+0.0 bps1
LZB13,693$36.27$40.45$496.65K$553.88K+11.52%0.01%+0.0 bps1
EQIX621$809.68$841.49$502.81K$522.57K+3.93%0.01%+0.0 bps1
OKTA4,907$99.27$95.08$487.12K$466.56K-4.22%0.01%-0.0 bps1
AMP1,150$439.39$419.87$505.3K$482.85K-4.44%0.01%-0.0 bps1
AX9,345$61.72$62.07$576.77K$580.04K+0.57%0.01%+0.0 bps1
ENOV8,092$52.64$43.02$425.96K$348.12K-18.28%0.01%-0.0 bps1
TKO5,882$105.08$118.73$618.08K$698.37K+12.99%0.01%+0.0 bps1
JAZZ4,187$109.74$109.20$459.48K$457.22K-0.49%0.01%+0.0 bps1
HBM71,537$9.95$7.51$711.79K$537.24K-24.52%0.01%-0.0 bps1
DHT43,650$12.28$10.91$536.02K$476.22K-11.16%0.01%-0.0 bps1
GPK16,955$28.06$28.18$475.76K$477.79K+0.43%0.01%+0.0 bps1
MDLZ7,058$71.33$71.20$503.45K$502.53K-0.18%0.01%+0.0 bps1
PRM67,045$8.05$10.41$539.71K$697.94K+29.32%0.01%+0.0 bps1
CF5,841$74.82$80.55$437.02K$470.49K+7.66%0.01%+0.0 bps1
STEP13,632$38.72$51.78$527.83K$705.86K+33.73%0.01%+0.0 bps1
WEX2,044$203.65$174.89$416.26K$357.48K-14.12%0.01%-0.0 bps1
TEL3,351$151.46$145.13$507.54K$486.33K-4.18%0.01%-0.0 bps1
MOH1,163$345.84$339.22$402.21K$394.51K-1.91%0.01%-0.0 bps1
G14,503$34.47$37.57$499.92K$544.88K+8.99%0.01%+0.0 bps1
CARG20,674$24.96$27.68$516.02K$572.26K+10.90%0.01%+0.0 bps1
MCK888$551.56$552.83$489.79K$490.91K+0.23%0.01%+0.0 bps1
TDG386$1289.20$1248.36$497.63K$481.87K-3.17%0.01%-0.0 bps1
CNI3,555$125.39$111.14$445.76K$395.1K-11.36%0.01%-0.0 bps1
MTD348$1519.89$1402.55$528.92K$488.09K-7.72%0.01%-0.0 bps1
MIR40,774$10.57$10.40$430.98K$424.05K-1.61%0.01%-0.0 bps1
MNRO14,794$27.90$25.51$412.75K$377.39K-8.57%0.01%-0.0 bps1
KKR4,550$107.67$118.38$489.9K$538.63K+9.95%0.01%+0.0 bps1
STLA16,299$23.16$15.57$377.48K$253.78K-32.77%0.01%-0.0 bps1
NSP4,142$104.60$91.62$433.25K$379.49K-12.41%0.01%-0.0 bps1
JPM2,263$202.11$210.24$457.37K$475.77K+4.02%0.01%+0.0 bps1
WFC7,818$62.34$53.66$487.37K$419.51K-13.92%0.01%-0.0 bps1
LAMR3,743$121.82$118.13$455.97K$442.16K-3.03%0.01%-0.0 bps1
MBC23,985$16.95$15.19$406.55K$364.33K-10.38%0.01%-0.0 bps1
AXTA13,043$35.57$33.75$463.94K$440.2K-5.12%0.01%-0.0 bps1
KO7,272$63.13$68.58$459.08K$498.71K+8.63%0.01%+0.0 bps1
LBTYK25,163$17.57$19.22$442.12K$483.63K+9.39%0.01%+0.0 bps1
PLD3,372$109.99$123.42$370.89K$416.17K+12.21%0.01%+0.0 bps1
REXR8,670$45.90$49.62$397.95K$430.21K+8.10%0.01%+0.0 bps1
STT5,646$77.57$78.95$437.96K$445.75K+1.78%0.01%+0.0 bps1
BILI38,593$15.84$13.11$611.31K$505.95K-17.23%0.01%-0.0 bps1
CAKE11,983$41.01$35.36$491.42K$423.72K-13.78%0.01%-0.0 bps1
DSGX4,721$97.58$97.45$460.68K$460.06K-0.13%0.01%+0.0 bps1
PODD2,531$180.56$191.54$457K$484.79K+6.08%0.01%+0.0 bps1
TMO749$599.02$602.10$448.67K$450.97K+0.51%0.01%+0.0 bps1
EQH11,162$40.48$39.24$451.84K$438K-3.06%0.01%-0.0 bps1
GE2,396$163.47$167.95$391.67K$402.41K+2.74%0.01%+0.0 bps1
UAL8,812$54.96$40.24$484.31K$354.59K-26.78%0.01%-0.0 bps1
ACN1,217$308.52$319.83$375.47K$389.23K+3.67%0.01%+0.0 bps1
NXPI1,706$272.00$243.64$464.03K$415.65K-10.43%0.01%-0.0 bps1
JBI27,760$14.35$10.50$398.36K$291.48K-26.83%0.01%-0.0 bps1
PEGA6,494$63.30$67.82$411.07K$440.42K+7.14%0.01%+0.0 bps1
NVS4,291$103.22$113.53$442.92K$487.16K+9.99%0.01%+0.0 bps1
PAGS28,878$12.74$13.13$367.91K$379.17K+3.06%0.01%+0.0 bps1
CLVT55,110$6.39$6.14$352.15K$338.38K-3.91%0.01%-0.0 bps1
GRAB129,125$3.60$3.37$464.85K$435.15K-6.39%0.01%-0.0 bps1
ZD6,416$57.50$41.79$368.92K$268.12K-27.32%0.01%-0.0 bps1
GTX39,866$9.59$8.02$382.31K$319.73K-16.37%0.01%-0.0 bps1
BSX5,748$74.45$76.42$427.94K$439.26K+2.65%0.01%+0.0 bps1
MDB1,097$376.49$243.44$413.01K$267.05K-35.34%0.01%-0.0 bps1
WST994$351.52$292.21$349.41K$290.46K-16.87%0.01%-0.0 bps1
ELAN23,813$17.04$14.08$405.77K$335.29K-17.37%0.01%-0.0 bps1
COR1,571$221.81$237.75$348.46K$373.51K+7.19%0.01%+0.0 bps1
ATKR1,994$157.65$92.50$314.35K$184.45K-41.33%0.01%-0.0 bps1
GPN2,867$108.82$105.08$311.99K$301.26K-3.44%0.01%-0.0 bps1
DOCS14,066$23.85$35.49$335.47K$499.2K+48.81%0.01%+0.0 bps1
RMD1,909$220.63$222.21$421.18K$424.2K+0.72%0.01%+0.0 bps1
SWKS3,494$94.39$104.88$329.8K$366.45K+11.11%0.01%+0.0 bps1
HCC6,171$63.52$57.36$391.98K$353.97K-9.70%0.01%-0.0 bps1
PPG2,577$135.04$119.87$348K$308.9K-11.23%0.01%-0.0 bps1
LRN5,932$71.70$82.49$425.32K$489.33K+15.05%0.01%+0.0 bps1
AYI1,372$266.26$231.32$365.31K$317.37K-13.12%0.01%-0.0 bps1
CDNS1,183$293.10$271.78$346.74K$321.52K-7.27%0.01%-0.0 bps1
CALM6,252$57.80$70.27$361.37K$439.33K+21.57%0.01%+0.0 bps1
DELL3,212$149.16$102.95$479.1K$330.68K-30.98%0.01%-0.0 bps1
TSEM10,991$36.75$38.98$403.92K$428.43K+6.07%0.01%+0.0 bps1
ACHC4,588$68.79$72.67$315.61K$333.41K+5.64%0.01%+0.0 bps1
DBRG18,712$14.28$12.23$267.21K$228.85K-14.36%0.01%-0.0 bps1
THO3,090$104.08$98.65$321.61K$304.83K-5.22%0.01%-0.0 bps1
TFC9,295$40.18$41.90$373.47K$389.46K+4.28%0.01%+0.0 bps1
NUE1,791$176.21$141.26$315.59K$253K-19.83%0.01%-0.0 bps1
PH637$553.27$578.39$352.43K$368.43K+4.54%0.01%+0.0 bps1
STZ1,292$252.29$241.08$325.96K$311.48K-4.44%0.01%-0.0 bps1
DBX14,377$23.86$22.46$343.04K$322.91K-5.87%0.01%-0.0 bps1
SYM7,781$46.68$21.40$363.22K$166.51K-54.16%0.01%-0.0 bps1
YETI9,038$41.07$40.01$371.19K$361.61K-2.58%0.01%-0.0 bps1
COLL8,873$33.98$34.30$301.5K$304.34K+0.94%0.01%+0.0 bps1
PTC1,820$183.85$172.42$334.61K$313.8K-6.22%0.01%-0.0 bps1
SONO18,074$17.24$11.21$311.6K$202.61K-34.98%0.01%-0.0 bps1
EXLS10,752$30.59$34.59$328.9K$371.91K+13.08%0.01%+0.0 bps1
MPC1,683$172.65$179.05$290.57K$301.34K+3.71%0.01%+0.0 bps1
ILMN2,424$111.88$122.28$271.19K$296.41K+9.30%0.01%+0.0 bps1
IART9,419$26.47$21.30$249.32K$200.62K-19.53%0.01%-0.0 bps1
TTEK1,812$217.27$226.92$393.69K$411.18K+4.44%0.01%+0.0 bps1
AME1,809$169.63$161.48$306.86K$292.12K-4.80%0.01%-0.0 bps1
CL3,680$94.53$102.18$347.87K$376.02K+8.09%0.01%+0.0 bps1
MAT16,601$18.80$19.03$312.1K$315.92K+1.22%0.01%+0.0 bps1
PFGC4,456$72.02$72.25$320.92K$321.95K+0.32%0.01%+0.0 bps1
BLD748$429.50$370.15$321.27K$276.87K-13.82%0.01%-0.0 bps1
TEAM1,657$184.21$143.50$305.24K$237.78K-22.10%0.01%-0.0 bps1
CRC5,945$48.62$48.96$289.05K$291.07K+0.70%0.01%+0.0 bps1
CCI3,065$103.52$110.21$317.29K$337.79K+6.46%0.01%+0.0 bps1
PFSI3,547$93.88$99.52$332.99K$353K+6.01%0.01%+0.0 bps1
ANIP4,610$64.82$59.20$298.82K$272.91K-8.67%0.01%-0.0 bps1
WMS1,872$176.18$145.27$329.81K$271.95K-17.54%0.01%-0.0 bps1
WBS6,332$46.64$44.15$295.32K$279.56K-5.34%0.01%-0.0 bps1
SPNT25,229$12.67$14.54$319.65K$366.83K+14.76%0.01%+0.0 bps1
CTSH4,263$68.86$74.38$293.55K$317.08K+8.02%0.01%+0.0 bps1
NWG46,114$8.47$8.87$390.59K$409.03K+4.72%0.01%+0.0 bps1
PSTG6,018$59.59$60.30$358.61K$362.89K+1.19%0.01%+0.0 bps1
SPSC1,697$198.67$192.98$337.14K$327.49K-2.86%0.01%-0.0 bps1
SU8,449$39.41$41.14$332.98K$347.59K+4.39%0.01%+0.0 bps1
MTX4,033$81.08$72.39$327K$291.95K-10.72%0.01%-0.0 bps1
MLI5,642$59.08$67.42$333.33K$380.38K+14.12%0.01%+0.0 bps1
UNH616$517.55$579.67$318.81K$357.08K+12.00%0.01%+0.0 bps1
DOX3,348$82.05$82.55$274.7K$276.38K+0.61%0.01%+0.0 bps1
SMPL8,678$37.15$33.00$322.39K$286.37K-11.17%0.01%-0.0 bps1
WRB3,267$78.37×1.5$57.31$256.03K$280.85K+9.69%0.01%+0.0 bps1
CC10,993$29.13$18.26$320.23K$200.73K-37.32%0.01%-0.0 bps1
BMBL24,566$11.97$5.72$294.06K$140.52K-52.21%0.01%-0.0 bps1
CLF12,335$17.88$12.55$220.55K$154.8K-29.81%0.01%-0.0 bps1
IQV1,112$233.69$236.21$259.86K$262.67K+1.08%0.01%+0.0 bps1
DECK291$903.68$919.37$262.97K$267.54K+1.74%0.01%+0.0 bps1
PII2,755$86.27$80.14$237.67K$220.79K-7.11%0.01%-0.0 bps1
SNBR17,156$16.36$11.98$280.67K$205.53K-26.77%0.01%-0.0 bps1
BC2,797$82.88$74.06$231.82K$207.15K-10.64%0.01%-0.0 bps1
EEFT2,454$115.11$99.68$282.48K$244.61K-13.40%0.01%-0.0 bps1
MSCI481$490.06$554.33$235.72K$266.63K+13.11%0.01%+0.0 bps1
NVO2,105$134.66$134.42$283.46K$282.95K-0.18%0.01%+0.0 bps1
Z5,494$45.13$53.62$247.94K$294.59K+18.81%0.01%+0.0 bps1
CSX7,149$33.84$33.36$241.92K$238.49K-1.42%0.01%-0.0 bps1
CINF2,129$117.29$130.07$249.71K$276.92K+10.90%0.01%+0.0 bps1
DXC12,114$19.73$19.35$239.01K$234.41K-1.93%0.01%-0.0 bps1
KTB4,281$67.96$68.88$290.94K$294.88K+1.35%0.01%+0.0 bps1
NOW338$760.57$819.02$257.07K$276.83K+7.69%0.01%+0.0 bps1
SHO23,085$10.36$9.76$239.16K$225.31K-5.79%0.01%-0.0 bps1
MKTX1,142$216.91$240.95$247.71K$275.16K+11.08%0.00%+0.0 bps1
TREX2,543$91.83$60.46$233.52K$153.75K-34.16%0.00%-0.0 bps1
HLF25,103$11.21$7.98$281.4K$200.32K-28.81%0.00%-0.0 bps1
OSUR40,400$5.39$4.03$217.76K$162.81K-25.23%0.00%-0.0 bps1
CELH2,924$93.87$39.23$274.48K$114.71K-58.21%0.00%-0.0 bps1
EXP893$273.95$243.94$244.64K$217.84K-10.95%0.00%-0.0 bps1
KBR3,708$65.93$64.83$244.47K$240.39K-1.67%0.00%-0.0 bps1
AMT1,188$192.02$223.18$228.12K$265.14K+16.23%0.00%+0.0 bps1
LKQ4,338$44.18$39.39$191.65K$170.87K-10.84%0.00%-0.0 bps1
ADM3,608$60.08$58.38$216.77K$210.64K-2.83%0.00%-0.0 bps1
BEN8,127$24.51$22.02$199.19K$178.96K-10.16%0.00%-0.0 bps1
ROK782$275.23$261.17$215.23K$204.23K-5.11%0.00%-0.0 bps1
DHI1,334$157.58$174.21$210.21K$232.4K+10.55%0.00%+0.0 bps1
AMKR6,735$33.78$31.83$227.51K$214.38K-5.77%0.00%-0.0 bps1
AIT1,096$199.78$198.92$218.96K$218.02K-0.43%0.00%+0.0 bps1
ADP873$246.62$262.82$215.3K$229.44K+6.57%0.00%+0.0 bps1
FANG1,048$196.74$196.45$206.18K$205.88K-0.15%0.00%+0.0 bps1
TDC5,308$34.28$26.67$181.96K$141.56K-22.20%0.00%-0.0 bps1
IVZ12,564$16.31$16.48$204.92K$207.05K+1.04%0.00%+0.0 bps1
CHTR696$271.77$351.22$189.15K$244.45K+29.23%0.00%+0.0 bps1
GIS2,884$69.83$70.40$201.39K$203.03K+0.82%0.00%+0.0 bps1
SNAP16,342$16.21$9.03$264.9K$147.57K-44.29%0.00%-0.0 bps1
HTZ22,117$5.48$3.28$121.2K$72.54K-40.15%0.00%-0.0 bps1
EXTR12,113$10.84$14.45$131.3K$175.03K+33.30%0.00%+0.0 bps1
FSM19,591$5.35$4.42$104.81K$86.59K-17.38%0.00%-0.0 bps1
SWTX1.82%0
VRNA0.55%0
TPX0.53%0
EVR0.30%0
GTACU0.25%0
GPS0.11%0
JACK0.06%0
JWN0.04%0
TXT0.02%0
BERY0.02%0
PDCO0.02%0
CMAX0.02%0
WTS0.02%0
DFS0.01%0
TGNA0.01%0
PARA0.01%0
CAR0.01%0
WRK0.01%0
HAE0.01%0
ANSS0.01%0
TENB0.01%0
GMS0.01%0
MOGA0.01%0
XPER0.01%0
RNG0.01%0
LEG0.01%0
IRDM0.01%0
CMPR0.01%0
EPR0.01%0
ITT0.01%0
OLED0.01%0
DLB0.01%0
VAC0.01%0
MWA0.01%0
PLYA0.01%0
ZIP0.01%0
HES0.01%0
AVNS0.01%0
POR0.01%0
SMAR0.01%0
NI0.01%0
VSTO0.01%0
CFLT0.01%0
SAVE0.01%0
COOP0.01%0
SKX0.01%0
DDS0.01%0
FWRD0.01%0
IRM0.01%0
ITCI0.00%0
VMI0.00%0
FRSH0.00%0
PEB0.00%0
TM0.00%0
RDFN0.00%0
GNL0.00%0
Top 5 (by entry value)(5)$2.01B$2.08B+3.36%
Total(347)$5.18B$5.18B+0.02%

2024-02-142024-05-15

294 of 344 priced93.60% coverage
+15.72%
Holdings from Q4 2023 disclosure · accession 0000947871-24-000140 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CPNG73,037,344$15.10$22.52$1.1B$1.64B+49.14%24.39%+12.0 bps1
AMZN1,435,882$170.98$185.99$245.51M$267.06M+8.78%4.50%+0.4 bps1
PM1,558,350$89.22$100.57$139.04M$156.72M+12.72%3.02%+0.4 bps1
V477,214$277.56$281.50$132.46M$134.34M+1.42%2.56%+0.0 bps1
JLL651,093$176.93$207.88$115.2M$135.35M+17.49%2.54%+0.4 bps1
RCKT4,034,068$28.90$23.66$116.58M$95.45M-18.13%2.49%-0.5 bps1
NU14,328,588$10.37$12.09$148.59M$173.23M+16.59%2.46%+0.4 bps1
DPZ279,246$424.48$517.68$118.53M$144.56M+21.96%2.37%+0.5 bps1
LPLA485,100$255.00$267.77$123.7M$129.9M+5.01%2.28%+0.1 bps1
META310,986$473.28$481.54$147.18M$149.75M+1.75%2.27%+0.0 bps1
HUM237,651$362.29$347.15$86.1M$82.5M-4.18%2.24%-0.1 bps1
UBER1,603,843$79.15$66.62$126.94M$106.85M-15.83%2.04%-0.3 bps1
NVDA198,217$739.00$946.30$146.48M$187.57M+28.05%2.03%+0.6 bps1
CRM370,276$289.15$287.54$107.07M$106.47M-0.56%2.01%-0.0 bps1
STX1,103,733$86.81$98.72$95.82M$108.96M+13.72%1.94%+0.3 bps1
DASH937,305$120.01$116.28$112.49M$108.99M-3.11%1.91%-0.1 bps1
BAX2,176,214$39.64$35.43$86.27M$77.1M-10.62%1.74%-0.2 bps1
STZ341,492$243.60$252.29$83.19M$86.16M+3.57%1.70%+0.1 bps1
MSFT202,204$409.49$423.08$82.8M$85.55M+3.32%1.57%+0.1 bps1
SWX1,121,988$58.29$76.11$65.4M$85.39M+30.57%1.47%+0.4 bps1
CPT713,962$93.84$108.01$67M$77.12M+15.10%1.46%+0.2 bps1
SCHW970,217$63.03$78.68$61.15M$76.34M+24.83%1.38%+0.3 bps1
DHR288,116$247.99$263.46$71.45M$75.91M+6.24%1.38%+0.1 bps1
WDAY235,949$302.24$251.31$71.31M$59.3M-16.85%1.34%-0.2 bps1
TMUS380,303$161.42$162.68$61.39M$61.87M+0.78%1.26%+0.0 bps1
QRVO511,781$113.59$99.91$58.13M$51.13M-12.04%1.19%-0.1 bps1
CBRE557,201$86.89$92.26$48.42M$51.41M+6.18%1.07%+0.1 bps1
TSM495,712$129.27$155.58$64.08M$77.12M+20.35%1.06%+0.2 bps1
VRDN2,325,841$18.31$14.27$42.59M$33.19M-22.06%1.05%-0.2 bps1
MELI31,045$1746.37$1718.50$54.22M$53.35M-1.60%1.01%-0.0 bps1
PTC261,822$180.75$183.85$47.32M$48.14M+1.72%0.95%+0.0 bps1
TWLO595,887$72.27$61.44$43.06M$36.61M-14.99%0.93%-0.1 bps1
WVE8,447,804$3.68$5.90$31.09M$49.84M+60.33%0.88%+0.5 bps1
RCI904,237$45.05$39.88$40.74M$36.06M-11.48%0.87%-0.1 bps1
CRHCF555,239$74.75$85.64$41.5M$47.55M+14.57%0.79%+0.1 bps1
IVVD9,343,949$4.00$2.46$37.38M$22.99M-38.50%0.76%-0.3 bps1
BABA472,185$73.39$80.99$34.65M$38.24M+10.36%0.76%+0.1 bps1
NWSA1,404,235$26.01$25.99$36.52M$36.5M-0.08%0.71%-0.0 bps1
USFD753,552$46.95$55.05$35.38M$41.48M+17.25%0.71%+0.1 bps1
CNC384,406$77.49$78.09$29.79M$30.02M+0.77%0.59%+0.0 bps1
CART1,179,272$27.33$32.85$32.23M$38.74M+20.20%0.57%+0.1 bps1
LRCX27,706$915.70$947.75$25.37M$26.26M+3.50%0.45%+0.0 bps1
STEP470,416$35.21$38.72$16.56M$18.21M+9.97%0.31%+0.0 bps1
AHCO1,253,235$7.34$9.84$9.2M$12.33M+34.06%0.19%+0.1 bps1
CRIS582,273$10.29$13.00$5.99M$7.57M+26.34%0.15%+0.0 bps1
ULTA9,483$526.59$403.41$4.99M$3.83M-23.39%0.10%-0.0 bps1
ROST29,658$144.49$133.00$4.29M$3.94M-7.95%0.08%-0.0 bps1
NFLX8,252$579.33$613.52$4.78M$5.06M+5.90%0.08%+0.0 bps1
CRBU652,542$6.80$3.64$4.44M$2.38M-46.47%0.08%-0.0 bps1
FDX14,077$190.84$208.96$2.69M$2.94M+9.50%0.07%+0.0 bps1
SBUX36,878$94.07$75.70$3.47M$2.79M-19.53%0.07%-0.0 bps1
SPOT18,820$244.17$303.04$4.6M$5.7M+24.11%0.07%+0.0 bps1
ASO53,359$67.78$55.40$3.62M$2.96M-18.27%0.07%-0.0 bps1
GOOGL23,498$145.94$172.51$3.43M$4.05M+18.21%0.07%+0.0 bps1
WSM16,226$222.40$320.24$3.61M$5.2M+43.99%0.07%+0.0 bps1
SIG28,690$104.85$102.21$3.01M$2.93M-2.52%0.06%-0.0 bps1
FIVE14,397$185.83$140.67$2.68M$2.03M-24.30%0.06%-0.0 bps1
TXRH23,587$132.37$168.49$3.12M$3.97M+27.29%0.06%+0.0 bps1
UPS17,646$144.22$147.94$2.54M$2.61M+2.58%0.06%+0.0 bps1
ABT24,977$112.06$104.59$2.8M$2.61M-6.67%0.06%-0.0 bps1
LYFT178,262$16.39$17.08$2.92M$3.04M+4.21%0.06%+0.0 bps1
CBRL33,714$72.99$56.58$2.46M$1.91M-22.48%0.05%-0.0 bps1
BLMN85,454$26.14$24.05$2.23M$2.06M-8.00%0.05%-0.0 bps1
PANW8,161$368.33$312.32$3.01M$2.55M-15.21%0.05%-0.0 bps1
WMT15,115$168.60×3$59.83$2.55M$2.71M+6.46%0.05%+0.0 bps1
BBWI54,442$43.88$49.85$2.39M$2.71M+13.61%0.05%+0.0 bps1
KHC63,578$34.16$35.85$2.17M$2.28M+4.95%0.05%+0.0 bps1
IBM13,532$183.57$168.26$2.48M$2.28M-8.34%0.05%-0.0 bps1
CPB47,545$40.92$45.72$1.95M$2.17M+11.73%0.04%+0.0 bps1
DKNG57,716$43.88$46.15$2.53M$2.66M+5.17%0.04%+0.0 bps1
DG14,527$132.00$141.06$1.92M$2.05M+6.86%0.04%+0.0 bps1
MU22,909$81.83$127.81$1.87M$2.93M+56.19%0.04%+0.0 bps1
TGT13,571$145.03$157.51$1.97M$2.14M+8.61%0.04%+0.0 bps1
CAKE51,885$33.80$41.01$1.75M$2.13M+21.33%0.04%+0.0 bps1
BBY22,900$74.60$73.34$1.71M$1.68M-1.69%0.04%-0.0 bps1
MAT91,417$19.29$18.80$1.76M$1.72M-2.54%0.04%-0.0 bps1
CPRI34,105$47.34$36.15$1.61M$1.23M-23.64%0.04%-0.0 bps1
BKNG474$3738.31$3792.53$1.77M$1.8M+1.45%0.03%+0.0 bps1
A11,585$132.24$154.08$1.53M$1.79M+16.52%0.03%+0.0 bps1
MKC22,928$64.99$74.63$1.49M$1.71M+14.83%0.03%+0.0 bps1
TDOC72,924$20.66$12.81$1.51M$934.16K-38.00%0.03%-0.0 bps1
TAP25,399$61.44$56.92$1.56M$1.45M-7.36%0.03%-0.0 bps1
ADBE2,597$604.66$485.35$1.57M$1.26M-19.73%0.03%-0.0 bps1
REGN1,758$947.82$978.21$1.67M$1.72M+3.21%0.03%+0.0 bps1
LOW6,812$226.93$236.08$1.55M$1.61M+4.03%0.03%+0.0 bps1
TPR41,089$44.25$42.67$1.82M$1.75M-3.57%0.03%-0.0 bps1
KO25,276$59.29$63.13$1.5M$1.6M+6.48%0.03%+0.0 bps1
EL9,435$142.65$136.00$1.35M$1.28M-4.66%0.03%-0.0 bps1
GIS21,103$62.37$69.83$1.32M$1.47M+11.96%0.03%+0.0 bps1
EBAY30,754$42.18$52.42$1.3M$1.61M+24.28%0.03%+0.0 bps1
PEP7,425$167.52$179.46$1.24M$1.33M+7.13%0.03%+0.0 bps1
WDFC5,229$262.59$240.65$1.37M$1.26M-8.36%0.03%-0.0 bps1
LLY2,002$757.31$787.02$1.52M$1.58M+3.92%0.02%+0.0 bps1
CAG40,503$26.73$30.42$1.08M$1.23M+13.80%0.02%+0.0 bps1
EXTR64,114$12.21$10.84$782.83K$695K-11.22%0.02%-0.0 bps1
ENR35,300$30.06$30.85$1.06M$1.09M+2.63%0.02%+0.0 bps1
MCHP12,133$80.58$95.36$977.68K$1.16M+18.34%0.02%+0.0 bps1
PAYX8,986$122.22$124.37$1.1M$1.12M+1.76%0.02%+0.0 bps1
HSY5,707$191.25$205.41$1.09M$1.17M+7.40%0.02%+0.0 bps1
RHI12,072$80.60$71.16$973K$859.04K-11.71%0.02%-0.0 bps1
DKS6,918$166.93$201.08$1.15M$1.39M+20.46%0.02%+0.0 bps1
WIX8,188$129.60$137.36$1.06M$1.12M+5.99%0.02%+0.0 bps1
ELV2,057$506.11$539.99$1.04M$1.11M+6.69%0.02%+0.0 bps1
LW8,969$102.85$86.07$922.46K$771.96K-16.32%0.02%-0.0 bps1
LULU1,890$460.71$346.85$870.74K$655.55K-24.71%0.02%-0.0 bps1
LEN6,422$148.95$165.39$956.59K$1.06M+11.04%0.02%+0.0 bps1
PATH38,347$26.01$20.74$997.41K$795.32K-20.26%0.02%-0.0 bps1
DLTR6,662$139.88$118.80$931.88K$791.45K-15.07%0.02%-0.0 bps1
MRK8,389$125.82$131.73$1.06M$1.11M+4.70%0.02%+0.0 bps1
GPC6,593$144.04$155.01$949.66K$1.02M+7.62%0.02%+0.0 bps1
FIS15,059$62.64$77.48$943.3K$1.17M+23.69%0.02%+0.0 bps1
BOOT11,653$90.44$109.98$1.05M$1.28M+21.61%0.02%+0.0 bps1
GS2,311$378.04$466.09$873.65K$1.08M+23.29%0.02%+0.0 bps1
DAL21,977$40.84$53.26$897.54K$1.17M+30.41%0.02%+0.0 bps1
MDLZ11,841$71.41$71.33$845.57K$844.62K-0.11%0.02%+0.0 bps1
KDP25,183$31.10$33.81$783.19K$851.44K+8.71%0.02%+0.0 bps1
AMD5,659$178.70$159.67$1.01M$903.57K-10.65%0.02%-0.0 bps1
IDXX1,481$560.56$548.53$830.19K$812.37K-2.15%0.02%-0.0 bps1
IMKTA9,490$76.21$74.24$723.23K$704.54K-2.58%0.02%-0.0 bps1
TMO1,521$548.27$599.02$833.92K$911.11K+9.26%0.02%+0.0 bps1
DRI4,868$161.15$151.78$784.48K$738.87K-5.81%0.02%-0.0 bps1
CRWD3,053$334.55$343.12$1.02M$1.05M+2.56%0.02%+0.0 bps1
THC10,153$87.94$132.97$892.85K$1.35M+51.21%0.02%+0.0 bps1
CCI6,602$105.80$103.52$698.49K$683.44K-2.16%0.02%-0.0 bps1
HPQ25,030$28.58$31.36$715.36K$784.94K+9.73%0.02%+0.0 bps1
LZB20,056$37.84$36.27$758.92K$727.43K-4.15%0.02%-0.0 bps1
CNK49,549$15.78$18.73$781.88K$928.05K+18.69%0.01%+0.0 bps1
TSCO3,257$235.49$275.96$766.99K$898.8K+17.19%0.01%+0.0 bps1
DHI4,540$145.50$157.58$660.57K$715.41K+8.30%0.01%+0.0 bps1
TNL17,544$40.62$45.64$712.64K$800.71K+12.36%0.01%+0.0 bps1
ACN1,905$370.98$308.52$706.72K$587.73K-16.84%0.01%-0.0 bps1
INFY36,253$20.18$17.05$731.59K$618.11K-15.51%0.01%-0.0 bps1
ISRG1,959$381.76$399.39$747.87K$782.41K+4.62%0.01%+0.0 bps1
KLAC1,131$6538.40$7597.20$7.39M$8.59M+16.19%0.01%+0.0 bps1
TEVA63,047$13.17$16.78$830.33K$1.06M+27.41%0.01%+0.0 bps1
BAC19,453$33.13$38.91$644.48K$756.92K+17.45%0.01%+0.0 bps1
CCL35,420$15.27$14.86$540.86K$526.34K-2.69%0.01%-0.0 bps1
DBX20,820$32.41$23.86$674.78K$496.77K-26.38%0.01%-0.0 bps1
ST16,405$32.74$43.02$537.1K$705.74K+31.40%0.01%+0.0 bps1
DXCM4,876$116.75$129.71$569.27K$632.47K+11.10%0.01%+0.0 bps1
JPM3,575$176.03$202.11$629.31K$722.54K+14.82%0.01%+0.0 bps1
FTNT10,139$70.88$60.73$718.65K$615.74K-14.32%0.01%-0.0 bps1
ANET2,455$265.67$326.03$652.22K$800.4K+22.72%0.01%+0.0 bps1
GDDY5,433$111.57$136.45$606.16K$741.33K+22.30%0.01%+0.0 bps1
SNPS1,069$562.73$580.20$601.56K$620.23K+3.10%0.01%+0.0 bps1
IQV2,366$243.47$233.69$576.05K$552.91K-4.02%0.01%-0.0 bps1
MMM4,995$77.27$101.24$385.98K$505.69K+31.01%0.01%+0.0 bps1
MSCI962$572.80$490.06$551.03K$471.44K-14.44%0.01%-0.0 bps1
BDX2,197$187.59$186.55$412.13K$409.85K-0.55%0.01%-0.0 bps1
SBH40,310$13.64$10.93$549.83K$440.59K-19.87%0.01%-0.0 bps1
OC3,522$143.03$179.47$503.75K$632.09K+25.48%0.01%+0.0 bps1
ALK13,324$37.30$43.48$496.99K$579.33K+16.57%0.01%+0.0 bps1
D10,995$44.86$53.22$493.24K$585.15K+18.64%0.01%+0.0 bps1
UI3,711$122.94$140.12$456.23K$519.99K+13.97%0.01%+0.0 bps1
VRSN2,509$195.33$169.25$490.08K$424.65K-13.35%0.01%-0.0 bps1
CVLT6,411$94.44$112.37$605.45K$720.4K+18.99%0.01%+0.0 bps1
LYV5,512$89.40$96.48$492.77K$531.8K+7.92%0.01%+0.0 bps1
BSX8,831$65.95$74.45$582.4K$657.47K+12.89%0.01%+0.0 bps1
NTAP5,711$87.76$110.62$501.2K$631.75K+26.05%0.01%+0.0 bps1
PGR3,180$187.95$209.25$597.68K$665.42K+11.33%0.01%+0.0 bps1
TOL4,913$102.69$134.92$504.52K$662.86K+31.39%0.01%+0.0 bps1
QCOM3,458$153.94$194.61$532.32K$672.96K+26.42%0.01%+0.0 bps1
ETN2,067$275.62$337.96$569.71K$698.56K+22.62%0.01%+0.0 bps1
RIG78,587$5.17$6.04$406.29K$474.67K+16.83%0.01%+0.0 bps1
JBL3,868$141.32$115.47$546.63K$446.64K-18.29%0.01%-0.0 bps1
LUV17,176$33.75$27.77$579.69K$476.98K-17.72%0.01%-0.0 bps1
MTD402$1181.18$1519.89$474.83K$611K+28.68%0.01%+0.0 bps1
MCO1,233$366.48$409.90$451.87K$505.41K+11.85%0.01%+0.0 bps1
TER4,337$101.57$131.95$440.51K$572.27K+29.91%0.01%+0.0 bps1
DAN31,867$13.35$14.00$425.42K$446.14K+4.87%0.01%+0.0 bps1
FTDR13,066$33.64$36.59$439.54K$478.08K+8.77%0.01%+0.0 bps1
GPN3,614$138.98$108.82$502.27K$393.28K-21.70%0.01%-0.0 bps1
NCNO13,662$30.93$32.15$422.57K$439.23K+3.94%0.01%+0.0 bps1
SHAK6,209$78.07$102.83$484.74K$638.47K+31.72%0.01%+0.0 bps1
SPB5,762$85.73$95.07$493.98K$547.79K+10.89%0.01%+0.0 bps1
URI804$654.04$712.37$525.85K$572.75K+8.92%0.01%+0.0 bps1
ZUMZ22,336$18.00$18.14$402.05K$405.18K+0.78%0.01%+0.0 bps1
CDNS1,647$300.74$293.10$495.32K$482.74K-2.54%0.01%-0.0 bps1
MCK969$501.20$551.56$485.66K$534.46K+10.05%0.01%+0.0 bps1
NWL51,619$7.61$8.39$392.82K$433.08K+10.25%0.01%+0.0 bps1
FITB12,758$33.51$38.98$427.52K$497.31K+16.32%0.01%+0.0 bps1
NTNX9,248$57.74$69.01$533.98K$638.2K+19.52%0.01%+0.0 bps1
SCCO5,022$75.77$116.22$380.54K$583.68K+53.38%0.01%+0.0 bps1
ITRI5,640$75.73$108.86$427.12K$613.97K+43.75%0.01%+0.0 bps1
PRI2,083$239.62$225.74$499.13K$470.22K-5.79%0.01%-0.0 bps1
AXTA12,550$31.09$35.57$390.18K$446.4K+14.41%0.01%+0.0 bps1
GTES31,755$13.24$17.00$420.44K$539.84K+28.40%0.01%+0.0 bps1
QLYS2,149$170.57$148.67$366.55K$319.49K-12.84%0.01%-0.0 bps1
SCVL13,956$29.08$36.00$405.84K$502.42K+23.80%0.01%+0.0 bps1
CMG182$2620.19$3168.30$476.87K$576.63K+20.92%0.01%+0.0 bps1
BIIB1,600$220.74$235.32$353.18K$376.51K+6.61%0.01%+0.0 bps1
EMN4,614$82.12$100.81$378.9K$465.14K+22.76%0.01%+0.0 bps1
JCI7,108$57.07$68.18$405.65K$484.62K+19.47%0.01%+0.0 bps1
TEL2,929$142.80$151.46$418.26K$443.63K+6.06%0.01%+0.0 bps1
WAB3,214$135.09$168.99$434.18K$543.13K+25.09%0.01%+0.0 bps1
AMAT2,475$186.19$217.49$460.82K$538.29K+16.81%0.01%+0.0 bps1
FUL4,929$76.53$81.06$377.22K$399.54K+5.92%0.01%+0.0 bps1
ITW1,528$254.12$249.09$388.3K$380.61K-1.98%0.01%-0.0 bps1
LEA2,865$134.89$131.06$386.46K$375.49K-2.84%0.01%-0.0 bps1
NSC1,699$252.26$231.36$428.59K$393.08K-8.29%0.01%-0.0 bps1
HTZ38,444$7.73$5.48$297.17K$210.67K-29.11%0.01%-0.0 bps1
HPE23,424$15.23$17.97$356.75K$420.93K+17.99%0.01%+0.0 bps1
SSNC6,481$63.07$63.57$408.76K$412K+0.79%0.01%+0.0 bps1
NOW558$792.00$760.57$441.94K$424.4K-3.97%0.01%-0.0 bps1
SIRI71,093$4.81$3.04$341.96K$216.12K-36.80%0.01%-0.0 bps1
RPM3,423$108.14$113.37$370.16K$388.07K+4.84%0.01%+0.0 bps1
C7,369$53.98$64.24$397.78K$473.38K+19.01%0.01%+0.0 bps1
IART8,652$43.65$26.47$377.66K$229.02K-39.36%0.01%-0.0 bps1
SEIC5,963$65.86$68.46$392.72K$408.23K+3.95%0.01%+0.0 bps1
MPWR588$745.18$741.34$438.17K$435.91K-0.52%0.01%+0.0 bps1
RACE1,098$382.45$417.21$419.93K$458.1K+9.09%0.01%+0.0 bps1
WWD2,724$137.61$178.69$374.85K$486.75K+29.85%0.01%+0.0 bps1
NBR4,525$76.85$74.35$347.75K$336.43K-3.25%0.01%-0.0 bps1
DB26,966$12.83$17.53$345.97K$472.71K+36.63%0.01%+0.0 bps1
ADP1,529$250.90$246.62$383.63K$377.08K-1.71%0.01%-0.0 bps1
HWM6,530$63.38$82.75$413.87K$540.36K+30.56%0.01%+0.0 bps1
ASML471$924.44$937.42$435.41K$441.52K+1.40%0.01%+0.0 bps1
RELX8,560$42.05$43.91$359.95K$375.87K+4.42%0.01%+0.0 bps1
ALSN5,642$70.10$75.93$395.5K$428.4K+8.32%0.01%+0.0 bps1
NEM7,918$32.12$43.19$254.33K$341.98K+34.46%0.01%+0.0 bps1
VRTX812$417.88$437.49$339.32K$355.24K+4.69%0.01%+0.0 bps1
CNI2,594$128.86$125.39$334.26K$325.26K-2.69%0.01%-0.0 bps1
MET4,823$68.35$73.13$329.65K$352.71K+6.99%0.01%+0.0 bps1
RL2,214$177.70$166.98$393.43K$369.69K-6.03%0.01%-0.0 bps1
ROP587$541.71$531.44$317.98K$311.96K-1.90%0.01%-0.0 bps1
FCN1,574$191.06$224.16$300.73K$352.83K+17.32%0.01%+0.0 bps1
RVLV19,026$17.30$22.68$329.15K$431.51K+31.10%0.01%+0.0 bps1
LIN768$418.40$430.82$321.33K$330.87K+2.97%0.01%+0.0 bps1
GLW10,248$31.75$35.11$325.37K$359.81K+10.58%0.01%+0.0 bps1
UNM6,844$48.44$52.48$331.52K$359.17K+8.34%0.01%+0.0 bps1
MTN1,456$224.20$201.00$326.44K$292.66K-10.35%0.01%-0.0 bps1
IT673$449.86$442.15$302.76K$297.57K-1.71%0.01%-0.0 bps1
SPSC1,582$196.14$198.67$310.29K$314.3K+1.29%0.01%+0.0 bps1
SMPL7,741$35.53$37.15$275.04K$287.58K+4.56%0.01%+0.0 bps1
CLVT32,738$9.26$6.39$303.15K$209.2K-30.99%0.01%-0.0 bps1
CACC561$556.52$519.88$312.21K$291.65K-6.58%0.01%-0.0 bps1
AEP3,658$78.80$91.97$288.25K$336.43K+16.71%0.01%+0.0 bps1
AM23,717$11.70$14.67$277.49K$347.93K+25.38%0.01%+0.0 bps1
BK5,702$54.48$58.80$310.64K$335.28K+7.93%0.01%+0.0 bps1
ENB8,176$33.33$36.99$272.51K$302.43K+10.98%0.01%+0.0 bps1
GM8,231$38.37$45.49$315.82K$374.43K+18.56%0.01%+0.0 bps1
WU24,799$12.80$13.27$317.43K$329.08K+3.67%0.01%+0.0 bps1
G8,581$35.64$34.47$305.83K$295.79K-3.28%0.01%-0.0 bps1
NEE4,782$56.01$77.05$267.84K$368.45K+37.56%0.01%+0.0 bps1
OMF5,877$46.64$50.04$274.1K$294.09K+7.29%0.01%+0.0 bps1
PKG1,743$165.40$182.03$288.29K$317.28K+10.05%0.01%+0.0 bps1
WCN1,910$164.12$165.76$313.47K$316.6K+1.00%0.01%+0.0 bps1
KMI15,976$16.57$19.54$264.72K$312.17K+17.92%0.01%+0.0 bps1
PINS7,566$35.82$42.44$271.01K$321.1K+18.48%0.01%+0.0 bps1
BKR8,055$28.85$32.93$232.39K$265.25K+14.14%0.01%+0.0 bps1
UNFI16,825$15.99$10.56$269.03K$177.67K-33.96%0.01%-0.0 bps1
VEEV1,415$220.67$211.38$312.25K$299.1K-4.21%0.01%-0.0 bps1
AMP707$391.36$439.39$276.69K$310.65K+12.27%0.01%+0.0 bps1
EEFT2,595$109.63$115.11$284.49K$298.71K+5.00%0.01%+0.0 bps1
PFSI2,979$88.39$93.88$263.31K$279.67K+6.21%0.01%+0.0 bps1
AON904$308.47$287.79$278.86K$260.16K-6.70%0.01%-0.0 bps1
GD996$269.10$294.59$268.02K$293.41K+9.47%0.01%+0.0 bps1
SYF6,788$39.33$44.14$266.97K$299.62K+12.23%0.01%+0.0 bps1
CHTR646$287.28$271.77$185.58K$175.56K-5.40%0.01%-0.0 bps1
TDC5,825$38.82$34.28$226.13K$199.68K-11.70%0.01%-0.0 bps1
DXC10,880$21.48$19.73$233.7K$214.66K-8.15%0.01%-0.0 bps1
HBM44,777$5.27$9.95$235.97K$445.53K+88.80%0.01%+0.0 bps1
JBI18,925$15.12$14.35$286.15K$271.57K-5.09%0.01%-0.0 bps1
TRP6,312$37.54$38.95$236.95K$245.85K+3.76%0.01%+0.0 bps1
STLA10,694$24.39$23.16$260.83K$247.67K-5.04%0.01%-0.0 bps1
SO3,464$67.81$79.29$234.89K$274.66K+16.93%0.01%+0.0 bps1
WEX1,239$215.77$203.65$267.34K$252.32K-5.62%0.01%-0.0 bps1
CTSH3,171$76.74$68.86$243.34K$218.36K-10.27%0.00%-0.0 bps1
EQH7,104$33.79$40.48$240.04K$287.57K+19.80%0.00%+0.0 bps1
RSG1,429$178.74$186.97$255.42K$267.18K+4.60%0.00%+0.0 bps1
WM1,326$199.16$209.00$264.09K$277.13K+4.94%0.00%+0.0 bps1
BKD39,730$6.19$7.12$245.93K$282.88K+15.02%0.00%+0.0 bps1
MPC1,571$169.88$172.65$266.88K$271.23K+1.63%0.00%+0.0 bps1
GRAB69,276$3.41$3.60$236.23K$249.39K+5.57%0.00%+0.0 bps1
T13,674$16.91$17.33$231.23K$236.97K+2.48%0.00%+0.0 bps1
CINF2,184$110.94$117.29$242.29K$256.16K+5.72%0.00%+0.0 bps1
EW2,977$86.04$90.16$256.14K$268.41K+4.79%0.00%+0.0 bps1
ZD3,337$65.71$57.50$219.27K$191.88K-12.49%0.00%-0.0 bps1
PSTG6,276$42.43$59.59$266.29K$373.99K+40.44%0.00%+0.0 bps1
CMC4,345$53.38$58.38$231.94K$253.66K+9.37%0.00%+0.0 bps1
CR1,849$124.17$149.62$229.59K$276.65K+20.50%0.00%+0.0 bps1
NWG38,973$5.34$8.47$208.12K$330.1K+58.61%0.00%+0.0 bps1
LOGI2,307$87.10$88.58$200.94K$204.35K+1.70%0.00%+0.0 bps1
PRM47,935$5.23$8.05$250.7K$385.88K+53.92%0.00%+0.0 bps1
WMB6,114$33.05$40.47$202.07K$247.43K+22.45%0.00%+0.0 bps1
MATX1,919$120.90$114.92$232.01K$220.53K-4.95%0.00%-0.0 bps1
LBTYK11,157$19.64$17.57$219.12K$196.03K-10.54%0.00%-0.0 bps1
RCL1,612$116.63$140.64$188.01K$226.71K+20.59%0.00%+0.0 bps1
GLNG8,844$21.19$26.86$187.4K$237.55K+26.76%0.00%+0.0 bps1
XRX10,546$18.27$14.15$192.68K$149.23K-22.55%0.00%-0.0 bps1
SPNT16,857$12.16$12.67$204.98K$213.58K+4.19%0.00%+0.0 bps1
GTX19,798$8.36$9.59$165.51K$189.86K+14.71%0.00%+0.0 bps1
KGC28,435$4.99$7.85$141.89K$223.21K+57.31%0.00%+0.0 bps1
DBI16,436$9.14$9.22$150.23K$151.54K+0.88%0.00%+0.0 bps1
SWTX2.16%0
IMGN1.53%0
VRNA0.68%0
CFLT0.56%0
INST0.38%0
GTACU0.27%0
CRGX0.19%0
JACK0.06%0
CMAX0.05%0
FL0.03%0
DDS0.03%0
FIZZ0.03%0
BURL0.03%0
K0.03%0
PXD0.03%0
SAVE0.02%0
BGS0.02%0
THS0.02%0
HES0.02%0
CHS0.02%0
IRM0.02%0
JWN0.02%0
PARA0.02%0
JNPR0.01%0
SEAS0.01%0
PDCO0.01%0
IGT0.01%0
SUM0.01%0
ASX0.01%0
LANC0.01%0
JJSF0.01%0
LEG0.01%0
OLED0.01%0
SRCL0.01%0
ATR0.01%0
CAR0.01%0
SLGN0.01%0
VRNS0.01%0
ZIP0.01%0
SPLK0.01%0
DLB0.01%0
AROC0.01%0
PBA0.01%0
AVNS0.00%0
BCE0.00%0
BERY0.00%0
WTS0.00%0
PLYA0.00%0
EXC0.00%0
EHAB0.00%0
Top 5 (by entry value)(5)$1.79B$2.42B+35.28%
Total(294)$4.67B$5.4B+15.72%

2023-11-142024-02-14

260 of 298 priced94.81% coverage
+11.72%
Holdings from Q3 2023 disclosure · accession 0000947871-23-001078 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CPNG77,057,866$15.85$15.10$1.22B$1.16B-4.73%29.58%-1.4 bps1
AMZN1,995,367$145.80$170.98$290.92M$341.17M+17.27%5.73%+1.0 bps1
META586,892$336.31$473.28$197.38M$277.76M+40.73%3.98%+1.6 bps1
PM1,862,227$90.40$89.22$168.35M$166.15M-1.31%3.89%-0.1 bps1
NVDA335,211$496.56$739.00$166.45M$247.72M+48.82%3.29%+1.6 bps1
BABA1,660,959$83.87$73.39$139.3M$121.9M-12.50%3.25%-0.4 bps1
UBER2,585,968$53.88$79.15$139.33M$204.68M+46.90%2.69%+1.3 bps1
RCKT5,629,970$22.10$28.90$124.42M$162.71M+30.77%2.61%+0.8 bps1
V478,510$246.94$277.56$118.16M$132.82M+12.40%2.49%+0.3 bps1
NU14,562,725$8.83$10.37$128.59M$151.02M+17.44%2.38%+0.4 bps1
MSFT331,607$370.27$409.49$122.78M$135.79M+10.59%2.36%+0.3 bps1
JLL662,919$151.08$176.93$100.15M$117.29M+17.11%2.11%+0.4 bps1
STZ352,792$241.89$243.60$85.34M$85.94M+0.71%2.00%+0.0 bps1
BAX2,219,689$34.35$39.64$76.25M$87.99M+15.40%1.89%+0.3 bps1
HUM155,228$501.95$362.29$77.92M$56.24M-27.82%1.71%-0.5 bps1
DASH944,017$93.69$120.01$88.44M$113.29M+28.09%1.69%+0.5 bps1
STX1,115,924$74.61$86.81$83.26M$96.87M+16.35%1.66%+0.3 bps1
UNP327,763$215.69$250.11$70.7M$81.98M+15.96%1.51%+0.2 bps1
CRM294,947$221.18$289.15$65.24M$85.28M+30.73%1.35%+0.4 bps1
TMUS387,640$147.01$161.42$56.99M$62.57M+9.80%1.23%+0.1 bps1
WDAY240,175$232.42$302.24$55.82M$72.59M+30.04%1.17%+0.4 bps1
DPZ134,418$382.41$424.48$51.4M$57.06M+11.00%1.15%+0.1 bps1
MELI31,414$1430.51$1746.37$44.94M$54.86M+22.08%0.90%+0.2 bps1
PGR272,659$159.53$187.95$43.5M$51.25M+17.81%0.86%+0.2 bps1
WVE6,594,319$5.44$3.68$35.87M$24.27M-32.35%0.86%-0.3 bps1
PTC264,368$154.83$180.75$40.93M$47.78M+16.74%0.85%+0.1 bps1
CEG335,616$126.52$128.67$42.46M$43.18M+1.70%0.83%+0.0 bps1
DHR144,458$203.52$247.99$29.4M$35.82M+21.85%0.81%+0.2 bps1
SCHW651,706$54.79$63.03$35.71M$41.08M+15.04%0.81%+0.1 bps1
TWLO605,661$61.60$72.27$37.31M$43.77M+17.32%0.80%+0.1 bps1
CBRE411,642$77.94$86.89$32.08M$35.77M+11.48%0.69%+0.1 bps1
USFD761,960$43.46$46.95$33.11M$35.77M+8.03%0.68%+0.1 bps1
CNC384,406$73.23$77.49$28.15M$29.79M+5.82%0.60%+0.0 bps1
TSM296,888$98.91$129.27$29.37M$38.38M+30.69%0.58%+0.2 bps1
CLS806,561$26.88$39.12$21.68M$31.55M+45.54%0.45%+0.2 bps1
LRCX27,812$694.92$915.70$19.33M$25.47M+31.77%0.39%+0.1 bps1
AHCO1,251,370$8.45$7.34$10.57M$9.19M-13.14%0.26%-0.0 bps1
STEP300,519$27.35$35.21$8.22M$10.58M+28.74%0.21%+0.1 bps1
IVVD5,270,290$1.50$4.00$7.91M$21.08M+166.67%0.20%+0.3 bps1
CRIS582,273$5.37$10.29$3.13M$5.99M+91.62%0.09%+0.1 bps1
BBWI106,621$31.51$43.88$3.36M$4.68M+39.26%0.08%+0.0 bps1
AEO203,004$18.64$22.24$3.78M$4.51M+19.31%0.08%+0.0 bps1
WSM21,664$158.14$222.40$3.43M$4.82M+40.63%0.08%+0.0 bps1
WING18,131$220.00$307.73$3.99M$5.58M+39.88%0.07%+0.0 bps1
CRBU652,542$4.22$6.80$2.75M$4.44M+61.14%0.07%+0.0 bps1
CSCO51,160$53.17$50.28$2.72M$2.57M-5.44%0.06%-0.0 bps1
NOW4,647$654.17$792.00$3.04M$3.68M+21.07%0.06%+0.0 bps1
PLAY69,068$38.24$58.31$2.64M$4.03M+52.48%0.06%+0.0 bps1
PG17,349$152.12$155.63$2.64M$2.7M+2.31%0.06%+0.0 bps1
ABT24,783$97.08$112.06$2.41M$2.78M+15.43%0.05%+0.0 bps1
AZO936$2684.53$2726.87$2.51M$2.55M+1.58%0.05%+0.0 bps1
GOOGL17,992$133.62$145.94$2.4M$2.63M+9.22%0.05%+0.0 bps1
FTNT39,602$51.32$70.88$2.03M$2.81M+38.11%0.05%+0.0 bps1
SPOT14,899$174.41$244.17$2.6M$3.64M+40.00%0.05%+0.0 bps1
SFM53,732$41.69$51.97$2.24M$2.79M+24.66%0.05%+0.0 bps1
EXPE22,092$122.63$134.82$2.71M$2.98M+9.94%0.05%+0.0 bps1
HPQ88,500$28.28$28.58$2.5M$2.53M+1.06%0.05%+0.0 bps1
CAKE74,113$32.57$33.80$2.41M$2.51M+3.78%0.05%+0.0 bps1
EYE138,619$19.22$20.57$2.66M$2.85M+7.02%0.05%+0.0 bps1
PEP12,514$168.11$167.52$2.1M$2.1M-0.35%0.05%-0.0 bps1
URBN64,780$35.60$41.88$2.31M$2.71M+17.64%0.05%+0.0 bps1
DG19,852$121.33$132.00$2.41M$2.62M+8.79%0.05%+0.0 bps1
ADBE4,027$604.33$604.66$2.43M$2.43M+0.05%0.05%+0.0 bps1
RL17,689$120.44$177.70$2.13M$3.14M+47.54%0.05%+0.0 bps1
CASY7,371$281.45$283.75$2.07M$2.09M+0.82%0.05%+0.0 bps1
CCI21,440$101.37$105.80$2.17M$2.27M+4.37%0.04%+0.0 bps1
DKNG64,071$37.03$43.88$2.37M$2.81M+18.50%0.04%+0.0 bps1
AMD17,818$119.88$178.70$2.14M$3.18M+49.07%0.04%+0.0 bps1
TRIP105,039$17.81$25.32$1.87M$2.66M+42.17%0.04%+0.0 bps1
EAT54,435$36.38$43.98$1.98M$2.39M+20.89%0.04%+0.0 bps1
MU25,005$77.17$81.83$1.93M$2.05M+6.04%0.04%+0.0 bps1
FDX6,352$204.82$190.84$1.3M$1.21M-6.83%0.04%-0.0 bps1
SBUX18,108$105.60$94.07$1.91M$1.7M-10.92%0.04%-0.0 bps1
SHW6,450$266.34$311.03$1.72M$2.01M+16.78%0.04%+0.0 bps1
HAIN157,483$11.69$9.39$1.84M$1.48M-19.67%0.04%-0.0 bps1
TAP25,526$59.74$61.44$1.52M$1.57M+2.85%0.04%+0.0 bps1
EQIX2,203$786.03$832.81$1.73M$1.83M+5.95%0.04%+0.0 bps1
CVS22,676$68.50$76.41$1.55M$1.73M+11.55%0.04%+0.0 bps1
KO27,629$57.10$59.29$1.58M$1.64M+3.84%0.03%+0.0 bps1
CMG828$2166.02$2620.19$1.79M$2.17M+20.97%0.03%+0.0 bps1
CHD16,175$91.78$97.00$1.48M$1.57M+5.69%0.03%+0.0 bps1
PZZA21,349$66.61$72.06$1.42M$1.54M+8.18%0.03%+0.0 bps1
BKNG464$3173.50$3738.31$1.47M$1.73M+17.80%0.03%+0.0 bps1
MRK13,851$102.17$125.82$1.42M$1.74M+23.15%0.03%+0.0 bps1
UPS8,903$143.17$144.22$1.27M$1.28M+0.73%0.03%+0.0 bps1
AAL105,355$12.25$14.86$1.29M$1.57M+21.31%0.03%+0.0 bps1
LMT3,298$444.22$418.19$1.47M$1.38M-5.86%0.03%-0.0 bps1
EPC35,767$35.65$38.91$1.28M$1.39M+9.14%0.03%+0.0 bps1
PBH23,172$59.45$67.70$1.38M$1.57M+13.88%0.03%+0.0 bps1
POST15,313$85.97$103.78$1.32M$1.59M+20.72%0.03%+0.0 bps1
SJM10,549$111.18$125.25$1.17M$1.32M+12.66%0.03%+0.0 bps1
TJX14,405$92.50$97.17$1.33M$1.4M+5.05%0.03%+0.0 bps1
HLT8,400$167.03$192.70$1.4M$1.62M+15.37%0.03%+0.0 bps1
HCA5,022$237.58$305.43$1.19M$1.53M+28.56%0.03%+0.0 bps1
PANW5,146$261.17$368.33$1.34M$1.9M+41.03%0.03%+0.0 bps1
INTC33,778$39.41$44.19$1.33M$1.49M+12.13%0.03%+0.0 bps1
NKE12,503$105.75$106.33$1.32M$1.33M+0.55%0.03%+0.0 bps1
WIX12,762$92.56$129.60$1.18M$1.65M+40.02%0.03%+0.0 bps1
GS3,522$338.72$378.04$1.19M$1.33M+11.61%0.03%+0.0 bps1
WFC27,887$42.08$48.53$1.17M$1.35M+15.33%0.03%+0.0 bps1
BDX4,357$183.44$187.59$799.26K$817.31K+2.26%0.03%+0.0 bps1
DXCM11,761$101.38$116.75$1.19M$1.37M+15.16%0.02%+0.0 bps1
M93,446$11.73$19.27$1.1M$1.8M+64.28%0.02%+0.0 bps1
TDOC57,990$17.05$20.66$988.73K$1.2M+21.17%0.02%+0.0 bps1
ADM14,230$73.86$53.27$1.05M$758.03K-27.88%0.02%-0.0 bps1
CVX6,238$145.05$151.01$904.82K$942K+4.11%0.02%+0.0 bps1
GPC7,312$138.26$144.04$1.01M$1.05M+4.18%0.02%+0.0 bps1
H9,800$110.73$129.07$1.09M$1.26M+16.56%0.02%+0.0 bps1
BHC120,963$6.79$8.43$821.34K$1.02M+24.15%0.02%+0.0 bps1
LYFT92,209$10.51$16.39$969.12K$1.51M+55.95%0.02%+0.0 bps1
JNJ6,080$147.66$155.74$897.77K$946.9K+5.47%0.02%+0.0 bps1
CARR16,673$52.81$55.00$880.5K$917.02K+4.15%0.02%+0.0 bps1
ABBV6,073$138.06$174.42$838.44K$1.06M+26.34%0.02%+0.0 bps1
DKS8,247$113.93$166.93$939.58K$1.38M+46.52%0.02%+0.0 bps1
ETSY13,770$68.38$76.19$941.59K$1.05M+11.42%0.02%+0.0 bps1
LLY1,639$610.82$757.31$1M$1.24M+23.98%0.02%+0.0 bps1
RMD5,891$147.31$180.55$867.8K$1.06M+22.56%0.02%+0.0 bps1
TFC29,622$30.98$35.41$917.69K$1.05M+14.30%0.02%+0.0 bps1
FIVE5,168$182.32$185.83$942.23K$960.37K+1.93%0.02%+0.0 bps1
JBL6,522$131.88$141.32$860.12K$921.69K+7.16%0.02%+0.0 bps1
HTZ66,709$8.51$7.73$567.69K$515.66K-9.17%0.02%-0.0 bps1
BK18,938$46.45$54.48$879.67K$1.03M+17.29%0.02%+0.0 bps1
SO12,204$69.21$67.81$844.64K$827.55K-2.02%0.02%-0.0 bps1
MTCH19,713$30.77$36.35$606.57K$716.57K+18.13%0.02%+0.0 bps1
ATVI8,172$95.00$95.00$776.34K$776.34K+0.00%0.02%+0.0 bps1
CL10,449$76.66$83.71$801.02K$874.69K+9.20%0.02%+0.0 bps1
LEN6,634$124.16$148.95$823.69K$988.16K+19.97%0.02%+0.0 bps1
BLMN28,789$23.66$26.14$681.15K$752.54K+10.48%0.02%+0.0 bps1
RHI9,676$80.48$80.60$778.72K$779.89K+0.15%0.02%+0.0 bps1
CBRL10,349$72.55$72.99$750.82K$755.37K+0.61%0.02%+0.0 bps1
FND7,613$85.73$109.25$652.66K$831.72K+27.44%0.02%+0.0 bps1
EL4,641$122.82$142.65$570.01K$662.04K+16.15%0.02%+0.0 bps1
VSCO40,269$20.22$29.22$814.24K$1.18M+44.51%0.02%+0.0 bps1
PATH38,760$18.06$26.01$700.01K$1.01M+44.02%0.02%+0.0 bps1
ANF11,579$68.68$119.25$795.25K$1.38M+73.63%0.01%+0.0 bps1
FRPT9,855$69.67$88.89$686.6K$876.01K+27.59%0.01%+0.0 bps1
BKR18,004$34.70$28.85$624.74K$519.42K-16.86%0.01%-0.0 bps1
CME3,137$211.76$215.18$664.29K$675.02K+1.62%0.01%+0.0 bps1
SHAK10,818$60.75$78.07$657.19K$844.56K+28.51%0.01%+0.0 bps1
ACN2,018$320.49$370.98$646.75K$748.64K+15.75%0.01%+0.0 bps1
LYV7,402$89.00$89.40$658.78K$661.74K+0.45%0.01%+0.0 bps1
OKE9,738$65.73$69.11$640.08K$672.99K+5.14%0.01%+0.0 bps1
ZUMZ33,222$17.71$18.00$588.36K$598K+1.64%0.01%+0.0 bps1
MNRO21,085$28.02$32.64$590.8K$688.21K+16.49%0.01%+0.0 bps1
HRL15,237$32.92$28.80$501.6K$438.83K-12.52%0.01%-0.0 bps1
ANET3,129$215.20$265.67$673.36K$831.28K+23.45%0.01%+0.0 bps1
FI5,087$122.16$144.98$621.43K$737.51K+18.68%0.01%+0.0 bps1
ZTS3,288$172.65$184.08$567.67K$605.26K+6.62%0.01%+0.0 bps1
CRWD3,369$207.97$334.55$700.65K$1.13M+60.86%0.01%+0.0 bps1
INTU1,102$555.52$657.13$612.18K$724.16K+18.29%0.01%+0.0 bps1
UNFI39,319$15.58$15.99$612.59K$628.71K+2.63%0.01%+0.0 bps1
OTEX15,681$37.57$40.25$589.14K$631.16K+7.13%0.01%+0.0 bps1
BRK-B1,561$354.25$398.68$552.98K$622.34K+12.54%0.01%+0.0 bps1
UNH1,076$540.46$516.94$581.53K$556.23K-4.35%0.01%-0.0 bps1
PH1,380$427.96$521.91$590.58K$720.24K+21.95%0.01%+0.0 bps1
SMPL15,432$39.11$35.53$603.55K$548.3K-9.15%0.01%-0.0 bps1
ADP2,189$230.42$250.90$504.39K$549.22K+8.89%0.01%+0.0 bps1
AMGN1,882$270.02$290.07$508.18K$545.91K+7.43%0.01%+0.0 bps1
VRTX1,457$369.95$417.88$539.02K$608.85K+12.96%0.01%+0.0 bps1
DOW9,727$51.05$53.58$496.56K$521.17K+4.96%0.01%+0.0 bps1
SNBR20,328$11.33$10.85$230.32K$220.56K-4.24%0.01%-0.0 bps1
NWL55,009$7.36$7.61$404.87K$418.62K+3.40%0.01%+0.0 bps1
MMM5,262$79.41$77.27$417.84K$406.62K-2.69%0.01%-0.0 bps1
FCX12,988$35.17$37.20$456.79K$483.15K+5.77%0.01%+0.0 bps1
CI1,642$290.08$338.61$476.31K$556K+16.73%0.01%+0.0 bps1
THC6,774$58.46$87.94$396.01K$595.71K+50.43%0.01%+0.0 bps1
ST11,882$32.72$32.74$388.78K$389.02K+0.06%0.01%+0.0 bps1
KMI26,595$16.80$16.57$446.8K$440.68K-1.37%0.01%-0.0 bps1
OXY6,703$61.73$57.30$413.78K$384.08K-7.18%0.01%-0.0 bps1
OMF10,204$38.58$46.64$393.67K$475.91K+20.89%0.01%+0.0 bps1
DVN8,426$45.74$41.84$385.41K$352.54K-8.53%0.01%-0.0 bps1
TMO783$459.26$548.27$359.6K$429.3K+19.38%0.01%+0.0 bps1
NXPI2,004$194.89$233.96$390.56K$468.86K+20.05%0.01%+0.0 bps1
LZB12,821$31.38$37.84$402.32K$485.15K+20.59%0.01%+0.0 bps1
GDDY5,248$90.63$111.57$475.63K$585.52K+23.10%0.01%+0.0 bps1
HUBS768$455.30$629.64$349.67K$483.56K+38.29%0.01%+0.0 bps1
VRSN1,841$208.10$195.33$383.11K$359.6K-6.14%0.01%-0.0 bps1
WDC8,179$34.67$42.39$283.58K$346.7K+22.26%0.01%+0.0 bps1
IVZ25,577$13.70$15.46$350.4K$395.42K+12.85%0.01%+0.0 bps1
DRI2,552$154.79$161.15$395.02K$411.25K+4.11%0.01%+0.0 bps1
EW5,308$65.79$86.04$349.21K$456.7K+30.78%0.01%+0.0 bps1
ISRG1,259$291.62$381.76$367.15K$480.64K+30.91%0.01%+0.0 bps1
A3,178$111.61$132.24$354.7K$420.26K+18.48%0.01%+0.0 bps1
PCG21,638$17.40$16.35$376.5K$353.78K-6.03%0.01%-0.0 bps1
BBW11,616$26.15$22.12$303.76K$256.95K-15.41%0.01%-0.0 bps1
PRI1,749$207.32$239.62$362.6K$419.1K+15.58%0.01%+0.0 bps1
RIG41,796$6.64$5.17$277.53K$216.09K-22.14%0.01%-0.0 bps1
DUK3,806$89.85$91.34$341.97K$347.64K+1.66%0.01%+0.0 bps1
MSCI652$518.05$572.80$337.77K$373.47K+10.57%0.01%+0.0 bps1
TEVA33,105$8.91$13.17$294.97K$435.99K+47.81%0.01%+0.0 bps1
RCL3,626$102.81$116.63$372.79K$422.9K+13.44%0.01%+0.0 bps1
OC2,364$130.46$143.03$308.41K$338.12K+9.64%0.01%+0.0 bps1
CNQ4,916$66.32$60.06$326.03K$295.25K-9.44%0.01%-0.0 bps1
MNST5,926$55.68$55.87$329.96K$331.09K+0.34%0.01%+0.0 bps1
MO7,377$40.22$40.40$296.7K$298.03K+0.45%0.01%+0.0 bps1
QLYS2,031$176.55$170.57$358.57K$346.43K-3.39%0.01%-0.0 bps1
ALSN5,148$54.24$70.10$279.23K$360.87K+29.24%0.01%+0.0 bps1
KR6,865$44.24$45.69$303.71K$313.66K+3.28%0.01%+0.0 bps1
AEP4,005$77.41$78.80$310.03K$315.59K+1.80%0.01%+0.0 bps1
IP8,513$33.52$34.53$285.36K$293.95K+3.01%0.01%+0.0 bps1
PAYX2,614$116.26$122.22$303.9K$319.48K+5.13%0.01%+0.0 bps1
SCCO3,977$70.07$75.77$278.67K$301.35K+8.14%0.01%+0.0 bps1
VEEV1,488$173.45$220.67$258.09K$328.36K+27.22%0.01%+0.0 bps1
AMKR13,192$25.17$30.56$332.04K$403.15K+21.41%0.01%+0.0 bps1
GT23,732$13.66$11.72$324.18K$278.14K-14.20%0.01%-0.0 bps1
IQV1,505$200.48$243.47$301.72K$366.42K+21.44%0.01%+0.0 bps1
IART7,468$39.20$43.65$292.75K$325.98K+11.35%0.01%+0.0 bps1
BX2,601$102.59$127.95$266.84K$332.8K+24.72%0.01%+0.0 bps1
CNI2,579$114.64$128.86$295.66K$332.33K+12.40%0.01%+0.0 bps1
TDG326$996.74$1147.13$324.94K$373.96K+15.09%0.01%+0.0 bps1
WAB2,585$115.54$135.09$298.67K$349.21K+16.92%0.01%+0.0 bps1
LIVN5,173$49.23$48.75$254.67K$252.18K-0.98%0.01%-0.0 bps1
PLD2,392$109.33$130.50$261.52K$312.16K+19.36%0.01%+0.0 bps1
NTRS3,802$73.84$79.04$280.74K$300.51K+7.04%0.01%+0.0 bps1
TROX19,910$12.63$12.91$251.46K$257.04K+2.22%0.01%+0.0 bps1
DB23,575$11.63$12.83$274.18K$302.47K+10.32%0.01%+0.0 bps1
RACE879$353.75$382.45$310.95K$336.17K+8.11%0.01%+0.0 bps1
KEYS1,930$129.17$154.89$249.3K$298.94K+19.91%0.01%+0.0 bps1
SPGI698$403.91$421.21$281.93K$294K+4.28%0.01%+0.0 bps1
LUV9,533$24.30$33.75$231.65K$321.74K+38.89%0.01%+0.0 bps1
G7,078$33.48$35.64$236.97K$252.26K+6.45%0.01%+0.0 bps1
COP2,015$115.54$110.12$232.81K$221.89K-4.69%0.01%-0.0 bps1
ZBRA1,035$215.66$252.96$223.21K$261.81K+17.30%0.01%+0.0 bps1
GTES20,818$11.80$13.24$245.65K$275.63K+12.20%0.01%+0.0 bps1
FUL3,510$76.51$76.53$268.55K$268.62K+0.03%0.01%+0.0 bps1
SLM17,574$15.01$20.16$263.79K$354.29K+34.31%0.01%+0.0 bps1
SEE7,275$33.44$35.91$243.28K$261.25K+7.39%0.01%+0.0 bps1
LIN631$403.76$418.40$254.77K$264.01K+3.63%0.01%+0.0 bps1
MTD208$1048.19$1181.18$218.02K$245.69K+12.69%0.01%+0.0 bps1
PLUG30,378$4.23$4.23$128.5K$128.5K+0.00%0.01%+0.0 bps1
RELX6,778$36.21$42.05$245.43K$285.01K+16.13%0.01%+0.0 bps1
HPE13,039$16.42$15.23$214.1K$198.58K-7.25%0.01%-0.0 bps1
VFC12,736$15.57$17.20$198.3K$219.06K+10.47%0.01%+0.0 bps1
ALV2,309$100.63$109.32$232.35K$252.42K+8.64%0.01%+0.0 bps1
CNO9,411$25.44$26.61$239.42K$250.43K+4.60%0.01%+0.0 bps1
NXST1,530$148.97$169.89$227.92K$259.93K+14.04%0.01%+0.0 bps1
UI1,522$113.55$122.94$172.82K$187.11K+8.27%0.01%+0.0 bps1
VRT5,981$43.59$64.97$260.71K$388.59K+49.05%0.01%+0.0 bps1
TEL1,748$130.55$142.80$228.2K$249.61K+9.38%0.00%+0.0 bps1
LEA1,595$132.49$134.89$211.32K$215.15K+1.81%0.00%+0.0 bps1
WU16,011$11.96$12.80$191.49K$204.94K+7.02%0.00%+0.0 bps1
HSBC5,276$37.88$39.29$199.85K$207.29K+3.72%0.00%+0.0 bps1
IBP1,671$139.28$212.22$232.74K$354.62K+52.37%0.00%+0.0 bps1
RVLV15,153$13.70$17.30$207.6K$262.15K+26.28%0.00%+0.0 bps1
VLO1,454$126.08$141.04$183.32K$205.07K+11.87%0.00%+0.0 bps1
LKQ4,133$46.40$48.85$191.77K$201.9K+5.28%0.00%+0.0 bps1
AM16,772$12.81$11.70$214.85K$196.23K-8.67%0.00%-0.0 bps1
VOD20,461$9.12$8.30$186.6K$169.83K-8.99%0.00%-0.0 bps1
XRX12,044$13.77$18.27$165.85K$220.04K+32.68%0.00%+0.0 bps1
CLVT24,126$7.24$9.26$174.67K$223.41K+27.90%0.00%+0.0 bps1
BKD38,046$4.40$6.19$167.4K$235.5K+40.68%0.00%+0.0 bps1
HBM31,510$4.33$5.27$136.44K$166.06K+21.71%0.00%+0.0 bps1
JBI14,354$10.29$15.12$147.7K$217.03K+46.94%0.00%+0.0 bps1
NWG25,591$5.06$5.34$129.49K$136.66K+5.53%0.00%+0.0 bps1
SIRI31,697$4.89$4.81$155K$152.46K-1.64%0.00%-0.0 bps1
BTG44,116$3.05$2.45$134.55K$108.08K-19.67%0.00%-0.0 bps1
KGC27,313$5.30$4.99$144.76K$136.29K-5.85%0.00%-0.0 bps1
PRM26,063$4.18$5.23$108.94K$136.31K+25.12%0.00%+0.0 bps1
GTX14,871$7.45$8.36$110.79K$124.32K+12.21%0.00%+0.0 bps1
ADT12,141$6.14$6.78$74.55K$82.32K+10.42%0.00%+0.0 bps1
ABCM1.25%0
SQ0.95%0
IMGN0.90%0
INST0.65%0
SWTX0.33%0
GTACU0.29%0
CMAX0.24%0
ATRA0.22%0
SEAS0.04%0
JWN0.04%0
BGS0.03%0
FL0.03%0
CAR0.03%0
TWNK0.02%0
MMC0.02%0
PXD0.02%0
HES0.01%0
JNPR0.01%0
BERY0.01%0
VMW0.01%0
PLCE0.01%0
MRO0.01%0
DENN0.01%0
PETS0.01%0
WRK0.01%0
SF0.01%0
OII0.01%0
IGT0.01%0
ASX0.00%0
DLB0.00%0
SLGN0.00%0
SAVE0.00%0
SPWR0.00%0
ZIP0.00%0
PLYA0.00%0
ADEA0.00%0
XPER0.00%0
WOOF0.00%0
Top 5 (by entry value)(5)$2.04B$2.2B+7.43%
Total(260)$4.33B$4.83B+11.72%

2023-08-142023-11-14

326 of 390 priced93.94% coverage
-4.23%
Holdings from Q2 2023 disclosure · accession 0000947871-23-000862 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CPNG79,513,397$19.19$15.85$1.53B$1.26B-17.40%29.49%-5.1 bps1
NVDA452,379$437.53$496.56$197.93M$224.63M+13.49%4.08%+0.6 bps1
AMZN1,434,174$140.57$145.80$201.6M$209.1M+3.72%3.99%+0.1 bps1
META568,158$306.19$336.31$173.96M$191.08M+9.84%3.48%+0.3 bps1
STZ592,121$267.65$241.89$158.48M$143.23M-9.62%3.11%-0.3 bps1
BAX2,767,081$42.81$34.35$118.46M$95.05M-19.76%2.69%-0.5 bps1
UBER2,842,457$44.85$53.88$127.48M$153.15M+20.13%2.62%+0.5 bps1
MSFT311,874$324.04$370.27$101.06M$115.48M+14.27%2.26%+0.3 bps1
JLL678,820$171.60$151.08$116.49M$102.56M-11.96%2.25%-0.3 bps1
NU13,394,645$7.94$8.83$106.35M$118.27M+11.21%2.25%+0.3 bps1
V419,934$242.90$246.94$102M$103.7M+1.66%2.13%+0.0 bps1
NFLX206,421$427.78$448.65$88.3M$92.61M+4.88%1.94%+0.1 bps1
CRM423,033$212.06$221.18$89.71M$93.57M+4.30%1.91%+0.1 bps1
CEG960,485$107.00$126.52$102.77M$121.52M+18.24%1.87%+0.3 bps1
RCKT4,379,970$16.71$22.10$73.19M$96.8M+32.26%1.86%+0.6 bps1
DPZ234,232$397.59$382.41$93.13M$89.57M-3.82%1.68%-0.1 bps1
DASH963,220$79.89$93.69$76.95M$90.24M+17.27%1.57%+0.3 bps1
USFD1,609,494$40.84$43.46$65.73M$69.95M+6.42%1.51%+0.1 bps1
BK1,584,137$45.18$46.45$71.57M$73.58M+2.81%1.50%+0.0 bps1
WDAY293,834$228.11$232.42$67.03M$68.29M+1.89%1.41%+0.0 bps1
TMUS395,200$139.50$147.01$55.13M$58.1M+5.38%1.17%+0.1 bps1
HUM121,040$497.21$501.95$60.18M$60.76M+0.95%1.15%+0.0 bps1
PM458,010$95.85$90.40$43.9M$41.4M-5.69%0.95%-0.1 bps1
MELI34,701$1296.52$1430.51$44.99M$49.64M+10.33%0.88%+0.1 bps1
AMAT271,986$141.89$154.08$38.59M$41.91M+8.59%0.84%+0.1 bps1
SNOW221,592$152.86$165.86$33.87M$36.75M+8.50%0.83%+0.1 bps1
LIVN721,331$55.75$49.23$40.21M$35.51M-11.70%0.79%-0.1 bps1
DHR152,420$228.00$203.52$34.75M$31.02M-10.74%0.78%-0.1 bps1
CBRE435,954$84.65$77.94$36.9M$33.98M-7.93%0.75%-0.1 bps1
AVGO39,935$854.10$972.96$34.11M$38.86M+13.92%0.74%+0.1 bps1
TWLO497,771$61.77$61.60$30.75M$30.66M-0.28%0.68%-0.0 bps1
STX477,017$67.81$74.61$32.35M$35.59M+10.03%0.63%+0.1 bps1
MTCH630,163$45.07$30.77$28.4M$19.39M-31.73%0.56%-0.2 bps1
CNC384,406$66.85$73.23$25.7M$28.15M+9.54%0.55%+0.1 bps1
WVE6,596,778$4.66$5.44$30.74M$35.89M+16.74%0.51%+0.1 bps1
AHCO1,837,006$13.84$8.45$25.42M$15.52M-38.95%0.48%-0.2 bps1
EXPE167,842$111.93$122.63$18.79M$20.58M+9.56%0.39%+0.0 bps1
LRCX28,282$667.20$694.92$18.87M$19.65M+4.15%0.39%+0.0 bps1
TSM105,629$93.07$98.91$9.83M$10.45M+6.27%0.23%+0.0 bps1
CSCO117,085$53.88$53.17$6.31M$6.23M-1.32%0.13%-0.0 bps1
MCD19,517$288.81$271.49$5.64M$5.3M-6.00%0.12%-0.0 bps1
ROST50,957$114.12$124.80$5.82M$6.36M+9.36%0.12%+0.0 bps1
ORLY5,836$945.15$982.96$5.52M$5.74M+4.00%0.12%+0.0 bps1
COST10,203$561.47$590.80$5.73M$6.03M+5.22%0.12%+0.0 bps1
DKS40,768$144.97$113.93$5.91M$4.64M-21.41%0.11%-0.0 bps1
CRIS5,541,019$12.80$5.37$70.93M$29.76M-58.05%0.10%-0.1 bps1
DBI450,822$10.62$10.48$4.79M$4.72M-1.32%0.10%-0.0 bps1
FTNT59,713$59.66$51.32$3.56M$3.06M-13.98%0.10%-0.0 bps1
NUE27,182$172.04$154.98$4.68M$4.21M-9.92%0.10%-0.0 bps1
DECK8,359$558.29$630.17$4.67M$5.27M+12.88%0.09%+0.0 bps1
TDOC168,804$23.81$17.05$4.02M$2.88M-28.39%0.09%-0.0 bps1
CMG1,922$1850.08$2166.02$3.56M$4.16M+17.08%0.09%+0.0 bps1
CAKE118,070$34.15$32.57$4.03M$3.85M-4.63%0.09%-0.0 bps1
BOOT47,606$93.22$72.08$4.44M$3.43M-22.68%0.09%-0.0 bps1
JNJ23,320$173.44$147.66$4.04M$3.44M-14.86%0.08%-0.0 bps1
BBY46,176$79.18$66.48$3.66M$3.07M-16.04%0.08%-0.0 bps1
TAP56,352$64.48$59.74$3.63M$3.37M-7.35%0.08%-0.0 bps1
SHW13,511$276.63$266.34$3.74M$3.6M-3.72%0.08%-0.0 bps1
NYT90,992$44.01$44.34$4M$4.03M+0.75%0.08%+0.0 bps1
URBN107,488$36.39$35.60$3.91M$3.83M-2.17%0.08%-0.0 bps1
CHD35,005$95.16$91.78$3.33M$3.21M-3.55%0.07%-0.0 bps1
AEO292,763$15.92$18.64$4.66M$5.46M+17.09%0.07%+0.0 bps1
HCA11,277$270.89$237.58$3.05M$2.68M-12.30%0.07%-0.0 bps1
KR72,638$48.56$44.24$3.53M$3.21M-8.90%0.07%-0.0 bps1
LULU8,420$385.02$430.33$3.24M$3.62M+11.77%0.07%+0.0 bps1
HD10,214$329.95$303.63$3.37M$3.1M-7.98%0.07%-0.0 bps1
AMD27,465$111.98$119.88$3.08M$3.29M+7.05%0.07%+0.0 bps1
ULTA6,629$458.56$397.93$3.04M$2.64M-13.22%0.07%-0.0 bps1
IQV13,811$220.12$200.48$3.04M$2.77M-8.92%0.07%-0.0 bps1
KMB22,044$127.43$121.14$2.81M$2.67M-4.94%0.06%-0.0 bps1
MNST53,030$59.01$55.68$3.13M$2.95M-5.64%0.06%-0.0 bps1
TSCO12,766$222.44$206.73$2.84M$2.64M-7.06%0.06%-0.0 bps1
CRBU652,542$6.71$4.22$4.38M$2.75M-37.11%0.06%-0.0 bps1
SHOP41,363$55.98$65.52$2.32M$2.71M+17.04%0.06%+0.0 bps1
EAT72,843$36.71$36.38$2.67M$2.65M-0.90%0.06%-0.0 bps1
GOOGL22,057$131.33$133.62$2.9M$2.95M+1.74%0.06%+0.0 bps1
SJM17,337$146.60$111.18$2.54M$1.93M-24.16%0.05%-0.0 bps1
OTEX60,059$38.15$37.57$2.29M$2.26M-1.52%0.05%-0.0 bps1
IVVD2,338,373$1.60$1.50$3.74M$3.51M-6.25%0.05%-0.0 bps1
LH10,014$217.99$208.04$2.18M$2.08M-4.56%0.05%-0.0 bps1
SPOT14,840$139.38$174.41$2.07M$2.59M+25.13%0.05%+0.0 bps1
INTC70,284$35.68$39.41$2.51M$2.77M+10.45%0.05%+0.0 bps1
RBLX58,320$30.54$39.24$1.78M$2.29M+28.49%0.05%+0.0 bps1
BLMN81,997$25.20$23.66$2.07M$1.94M-6.11%0.05%-0.0 bps1
ABNB16,979$133.24$126.68$2.26M$2.15M-4.92%0.05%-0.0 bps1
MU33,749$68.28$77.17$2.3M$2.6M+13.02%0.05%+0.0 bps1
SAM6,862$361.36$343.09$2.48M$2.35M-5.06%0.05%-0.0 bps1
POST23,777$89.59$85.97$2.13M$2.04M-4.04%0.04%-0.0 bps1
FIVE10,415$196.31$182.32$2.04M$1.9M-7.13%0.04%-0.0 bps1
KDP65,358$33.74$31.88$2.21M$2.08M-5.51%0.04%-0.0 bps1
HSY8,090$224.36$197.84$1.82M$1.6M-11.82%0.04%-0.0 bps1
MO44,563$43.53$40.22$1.94M$1.79M-7.60%0.04%-0.0 bps1
POOL5,186$372.67$349.31$1.93M$1.81M-6.27%0.04%-0.0 bps1
GPC11,415$157.14$138.26$1.79M$1.58M-12.01%0.04%-0.0 bps1
RHI25,643$76.02$80.48$1.95M$2.06M+5.87%0.04%+0.0 bps1
PTON250,412$7.75$5.14$1.94M$1.29M-33.68%0.04%-0.0 bps1
SMG29,076$51.44$54.72$1.5M$1.59M+6.38%0.04%+0.0 bps1
DBX68,137$28.35$27.40$1.93M$1.87M-3.35%0.04%-0.0 bps1
CRWD12,111$152.37$207.97$1.85M$2.52M+36.49%0.04%+0.0 bps1
CGNX31,198$49.00$36.76$1.53M$1.15M-24.98%0.04%-0.0 bps1
FIS31,486$55.99$53.91$1.76M$1.7M-3.71%0.04%-0.0 bps1
SOFI201,096$8.68$7.48$1.75M$1.5M-13.82%0.04%-0.0 bps1
CHGG179,435$10.15$8.89$1.82M$1.6M-12.41%0.03%-0.0 bps1
ACN5,141$311.71$320.49$1.6M$1.65M+2.82%0.03%+0.0 bps1
GDDY20,833$70.99$90.63$1.48M$1.89M+27.67%0.03%+0.0 bps1
BN45,018$34.34$34.42$1.55M$1.55M+0.23%0.03%+0.0 bps1
ADP6,868$251.96$230.42$1.73M$1.58M-8.55%0.03%-0.0 bps1
PBH24,468$63.43$59.45$1.55M$1.45M-6.27%0.03%-0.0 bps1
DEO8,286$173.18$145.45$1.43M$1.21M-16.01%0.03%-0.0 bps1
NWL159,509$10.58$7.36$1.69M$1.17M-30.43%0.03%-0.0 bps1
GIL42,003$30.65$34.92$1.29M$1.47M+13.93%0.03%+0.0 bps1
PZZA17,597$81.70$66.61$1.44M$1.17M-18.47%0.03%-0.0 bps1
CVX8,193$164.03$145.05$1.34M$1.19M-11.57%0.03%-0.0 bps1
EYE52,853$19.04$19.22$1.01M$1.02M+0.95%0.03%+0.0 bps1
RACE3,905$315.57$353.75$1.23M$1.38M+12.10%0.03%+0.0 bps1
LEN10,078$119.91$124.16$1.21M$1.25M+3.54%0.03%+0.0 bps1
DUOL8,751$137.45$219.31$1.2M$1.92M+59.56%0.03%+0.0 bps1
JBL11,571$106.91$131.88$1.24M$1.53M+23.36%0.03%+0.0 bps1
BDX4,652$222.21$183.44$1.03M$853.38K-17.45%0.03%-0.0 bps1
HAIN96,668$12.03$11.69$1.16M$1.13M-2.83%0.03%-0.0 bps1
ASH13,770$88.46$76.15$1.22M$1.05M-13.92%0.03%-0.0 bps1
TXN6,656$170.48$149.93$1.13M$997.93K-12.05%0.03%-0.0 bps1
SNBR43,569$28.35$11.33$1.24M$493.64K-60.04%0.03%-0.0 bps1
UAL21,563$52.31$39.38$1.13M$849.15K-24.72%0.03%-0.0 bps1
IBM8,789$141.91$150.41$1.25M$1.32M+5.99%0.03%+0.0 bps1
PINS42,841$26.15$32.17$1.12M$1.38M+23.02%0.03%+0.0 bps1
GEHC14,351$71.80$72.21$1.03M$1.04M+0.57%0.02%+0.0 bps1
VRT46,754$34.58$43.59$1.62M$2.04M+26.06%0.02%+0.0 bps1
UI6,551$165.22$113.55$1.08M$743.87K-31.27%0.02%-0.0 bps1
ZM16,694$67.55$62.77$1.13M$1.05M-7.08%0.02%-0.0 bps1
DGX8,046$135.16$133.78$1.09M$1.08M-1.02%0.02%-0.0 bps1
WEX6,014$191.49$175.43$1.15M$1.06M-8.39%0.02%-0.0 bps1
CVS15,760$74.34$68.50$1.17M$1.08M-7.86%0.02%-0.0 bps1
APP42,194$39.75$42.80$1.68M$1.81M+7.67%0.02%+0.0 bps1
PD47,027$24.23$21.79$1.14M$1.02M-10.07%0.02%-0.0 bps1
FI8,256$124.47$122.16$1.03M$1.01M-1.86%0.02%-0.0 bps1
PLAY23,128$41.29$38.24$954.96K$884.41K-7.39%0.02%-0.0 bps1
CAT4,148$284.54$247.86$1.18M$1.03M-12.89%0.02%-0.0 bps1
CCL53,840$16.83$13.89$906.13K$747.84K-17.47%0.02%-0.0 bps1
NTNX35,068$29.98$40.04$1.05M$1.4M+33.56%0.02%+0.0 bps1
GE8,859$92.22$93.58$816.97K$828.98K+1.47%0.02%+0.0 bps1
DAL20,301$44.23$35.24$897.91K$715.41K-20.33%0.02%-0.0 bps1
TJX10,900$86.21$92.50$939.69K$1.01M+7.30%0.02%+0.0 bps1
BKE26,393$37.00$34.91$976.54K$921.38K-5.65%0.02%-0.0 bps1
GPN9,241$125.78$111.85$1.16M$1.03M-11.07%0.02%-0.0 bps1
TNL22,057$41.55$36.90$916.47K$813.9K-11.19%0.02%-0.0 bps1
WU73,768$11.60$11.96$855.71K$882.27K+3.10%0.02%+0.0 bps1
EBAY19,118$44.03$40.34$841.77K$771.22K-8.38%0.02%-0.0 bps1
ELV1,889$471.40$461.75$890.47K$872.25K-2.05%0.02%-0.0 bps1
AMG5,562$133.04$134.68$739.97K$749.09K+1.23%0.02%+0.0 bps1
OMF18,811$42.38$38.58$797.21K$725.73K-8.97%0.02%-0.0 bps1
ST18,276$40.07$32.72$732.32K$597.99K-18.34%0.02%-0.0 bps1
RMD3,706$180.85$147.31$670.23K$545.93K-18.55%0.02%-0.0 bps1
AMP2,401$344.07$342.44$826.11K$822.2K-0.47%0.02%-0.0 bps1
HPE47,168$17.60$16.42$830.16K$774.5K-6.70%0.02%-0.0 bps1
CACC1,545$493.50$436.60$762.46K$674.55K-11.53%0.02%-0.0 bps1
CAH8,177$92.99$102.90$760.38K$841.41K+10.66%0.02%+0.0 bps1
THC9,507$73.21$58.46$696.01K$555.78K-20.15%0.02%-0.0 bps1
WBD61,578$13.53$10.44$833.15K$642.87K-22.84%0.02%-0.0 bps1
WFC18,187$43.74$42.08$795.5K$765.31K-3.80%0.02%-0.0 bps1
MOS21,916$40.61$35.91$890.01K$787K-11.57%0.02%-0.0 bps1
PAGS80,548$9.30$8.40$749.1K$676.6K-9.68%0.02%-0.0 bps1
VRSN3,296$208.26$208.10$686.42K$685.9K-0.08%0.02%+0.0 bps1
BF-B10,811$70.29$59.09$759.91K$638.82K-15.93%0.02%-0.0 bps1
PRI3,598$213.10$207.32$766.73K$745.94K-2.71%0.02%-0.0 bps1
ANET4,369$178.12$215.20$778.21K$940.21K+20.82%0.02%+0.0 bps1
SE11,845$56.90$35.87$673.98K$424.88K-36.96%0.01%-0.0 bps1
ALGN1,885$360.49$202.72$679.52K$382.13K-43.77%0.01%-0.0 bps1
ETN3,318$219.04$228.10$726.77K$756.84K+4.14%0.01%+0.0 bps1
TECK15,200$39.84$36.63$605.57K$556.78K-8.06%0.01%-0.0 bps1
MRK5,502$108.91$102.17$599.22K$562.14K-6.19%0.01%-0.0 bps1
STNG13,340$50.02$58.43$667.27K$779.46K+16.81%0.01%+0.0 bps1
RTX6,324$86.44$80.69$546.65K$510.28K-6.65%0.01%-0.0 bps1
AXP3,529$166.08$156.91$586.1K$553.74K-5.52%0.01%-0.0 bps1
CARG27,111$18.09$20.32$490.44K$550.9K+12.33%0.01%+0.0 bps1
MS7,200$87.33$78.31$628.78K$563.83K-10.33%0.01%-0.0 bps1
NEE8,260$68.56$57.55$566.31K$475.36K-16.06%0.01%-0.0 bps1
FDX2,417$215.10$204.82$519.9K$495.05K-4.78%0.01%-0.0 bps1
CME3,227$206.45$211.76$666.21K$683.35K+2.57%0.01%+0.0 bps1
MSCI1,268$547.28$518.05$693.95K$656.89K-5.34%0.01%-0.0 bps1
NOC1,310$429.45$466.83$562.58K$611.55K+8.70%0.01%+0.0 bps1
ACLS3,115$170.39$137.64$530.76K$428.75K-19.22%0.01%-0.0 bps1
GM14,318$34.07$28.20$487.81K$403.77K-17.23%0.01%-0.0 bps1
TPH16,635$32.28$30.21$536.98K$502.54K-6.41%0.01%-0.0 bps1
RIG78,491$8.35$6.64$655.4K$521.18K-20.48%0.01%-0.0 bps1
CARR10,767$56.02$52.81$603.17K$568.61K-5.73%0.01%-0.0 bps1
LUV14,727$33.53$24.30$493.8K$357.87K-27.53%0.01%-0.0 bps1
BLD1,997$301.89$288.63$602.87K$576.39K-4.39%0.01%-0.0 bps1
ALSN9,280$59.75$54.24$554.48K$503.35K-9.22%0.01%-0.0 bps1
HLF39,411$17.02$13.07$670.78K$515.1K-23.21%0.01%-0.0 bps1
ATKR3,297$150.64$137.48$496.66K$453.27K-8.74%0.01%-0.0 bps1
MNRO12,679$34.55$28.02$438.06K$355.27K-18.90%0.01%-0.0 bps1
OXM5,200$103.68$90.20$539.14K$469.04K-13.00%0.01%-0.0 bps1
TDC9,587$45.01$47.79$431.51K$458.16K+6.18%0.01%+0.0 bps1
WAB4,648$114.13$115.54$530.48K$537.03K+1.24%0.01%+0.0 bps1
TMHC10,252$48.66$45.70$498.86K$468.52K-6.08%0.01%-0.0 bps1
TDG554$865.01$996.74$479.22K$552.19K+15.23%0.01%+0.0 bps1
VEEV2,523$192.52$173.45$485.73K$437.61K-9.91%0.01%-0.0 bps1
GOOG4,065$131.83$135.43$535.89K$550.52K+2.73%0.01%+0.0 bps1
HRL12,123$40.87$32.92$495.47K$399.09K-19.45%0.01%-0.0 bps1
PSX5,119$114.67$115.02$587K$588.79K+0.31%0.01%+0.0 bps1
PARR18,155$35.29$34.37$640.69K$623.99K-2.61%0.01%-0.0 bps1
ASML668$666.55$675.41$445.26K$451.17K+1.33%0.01%+0.0 bps1
APPF2,772$169.91$210.98$470.99K$584.84K+24.17%0.01%+0.0 bps1
COF4,377$109.16$107.01$477.79K$468.38K-1.97%0.01%-0.0 bps1
GO15,677$33.88$29.06$531.14K$455.57K-14.23%0.01%-0.0 bps1
SKY7,326$66.34$62.28$486.01K$456.26K-6.12%0.01%-0.0 bps1
UNP2,339$229.80$215.69$537.5K$504.5K-6.14%0.01%-0.0 bps1
CNI3,832$116.16$114.64$445.13K$439.3K-1.31%0.01%-0.0 bps1
HUBS872$508.08$455.30$443.05K$397.02K-10.39%0.01%-0.0 bps1
ICE4,127$114.92$110.45$474.27K$455.83K-3.89%0.01%-0.0 bps1
SYK1,519$284.79$283.03$432.6K$429.92K-0.62%0.01%-0.0 bps1
PCAR5,462$86.00$90.67$469.73K$495.24K+5.43%0.01%+0.0 bps1
RRC15,483$32.29$33.88$499.95K$524.56K+4.92%0.01%+0.0 bps1
CALM10,004$46.30$50.54$463.19K$505.6K+9.16%0.01%+0.0 bps1
CW2,463$206.31$214.66$508.14K$528.71K+4.05%0.01%+0.0 bps1
TFIN7,431$69.10$69.88$513.48K$519.28K+1.13%0.01%+0.0 bps1
CLVT47,086$7.23$7.24$340.43K$340.9K+0.14%0.01%+0.0 bps1
BWXT6,201$74.00$78.46$458.87K$486.53K+6.03%0.01%+0.0 bps1
MTH3,134$145.36$144.93$455.56K$454.21K-0.30%0.01%+0.0 bps1
ALLE3,717$112.32$105.93$417.49K$393.74K-5.69%0.01%-0.0 bps1
ROL10,243$41.37$39.48$423.75K$404.39K-4.57%0.01%-0.0 bps1
PATH26,486$15.45$18.06$409.21K$478.34K+16.89%0.01%+0.0 bps1
BCO6,365$72.95$77.31$464.33K$492.08K+5.98%0.01%+0.0 bps1
MUR11,263$44.04$43.99$496.02K$495.46K-0.11%0.01%+0.0 bps1
QLYS3,333$150.95$176.55$503.12K$588.44K+16.96%0.01%+0.0 bps1
AON1,252$322.26$333.32$403.47K$417.32K+3.43%0.01%+0.0 bps1
CEIX6,294$80.01$99.57$503.58K$626.69K+24.45%0.01%+0.0 bps1
PBF10,454$49.52$45.52$517.68K$475.87K-8.08%0.01%-0.0 bps1
UHS2,717$132.06$132.61$358.81K$360.3K+0.42%0.01%+0.0 bps1
BKD99,531$4.17$4.40$415.04K$437.94K+5.52%0.01%+0.0 bps1
USB12,712$38.72$36.15$492.21K$459.54K-6.64%0.01%-0.0 bps1
IART10,095$43.60$39.20$440.14K$395.72K-10.09%0.01%-0.0 bps1
PSTG11,294$36.64$37.86$413.81K$427.59K+3.33%0.01%+0.0 bps1
MT14,910$27.15$23.11$404.81K$344.57K-14.88%0.01%-0.0 bps1
EW4,318$80.53$65.79$347.73K$284.08K-18.30%0.01%-0.0 bps1
IDXX809$507.70$454.25$410.73K$367.49K-10.53%0.01%-0.0 bps1
MANH2,034$192.35$221.51$391.24K$450.55K+15.16%0.01%+0.0 bps1
PCTY2,222$200.62$149.99$445.78K$333.28K-25.24%0.01%-0.0 bps1
PFSI5,749$73.21$76.65$420.88K$440.66K+4.70%0.01%+0.0 bps1
SLM24,797$14.81$15.01$367.24K$372.2K+1.35%0.01%+0.0 bps1
SCCO5,633$77.22$70.07$434.99K$394.71K-9.26%0.01%-0.0 bps1
STLA22,949$18.41$20.25$422.49K$464.72K+9.99%0.01%+0.0 bps1
MCK929$438.00$453.82$406.9K$421.6K+3.61%0.01%+0.0 bps1
DXC14,811$20.53$22.60$304.07K$334.73K+10.08%0.01%+0.0 bps1
EQH14,525$28.08$27.81$407.86K$403.94K-0.96%0.01%-0.0 bps1
F25,973$12.20$10.40$316.87K$270.12K-14.75%0.01%-0.0 bps1
AGCO2,969$125.00$117.35$371.13K$348.41K-6.12%0.01%-0.0 bps1
ALLY14,462$28.30$27.04$409.27K$391.05K-4.45%0.01%-0.0 bps1
CZR7,665$54.81$45.50$420.12K$348.76K-16.99%0.01%-0.0 bps1
SYF11,499$34.23$30.30$393.61K$348.42K-11.48%0.01%-0.0 bps1
CFR3,567$101.98$97.52$363.76K$347.85K-4.37%0.01%-0.0 bps1
GWRE5,080$83.22$96.64$422.76K$490.93K+16.13%0.01%+0.0 bps1
ROKU5,961$82.26$88.10$490.35K$525.16K+7.10%0.01%+0.0 bps1
SWKS3,423$108.83$92.85$372.53K$317.83K-14.68%0.01%-0.0 bps1
TEVA50,588$9.55$8.91$483.12K$450.74K-6.70%0.01%-0.0 bps1
FLR12,616$34.78$37.74$438.78K$476.13K+8.51%0.01%+0.0 bps1
RPM4,205$103.84$102.51$436.65K$431.05K-1.28%0.01%-0.0 bps1
VRSK1,659$237.14$238.06$393.42K$394.94K+0.39%0.01%+0.0 bps1
MATX4,772$95.32$94.53$454.87K$451.1K-0.83%0.01%-0.0 bps1
TRIP22,418$15.93$17.81$357.12K$399.26K+11.80%0.01%+0.0 bps1
MTD275$1240.17$1048.19$341.05K$288.25K-15.48%0.01%-0.0 bps1
QCOM3,049$114.02$127.36$347.65K$388.32K+11.70%0.01%+0.0 bps1
RGA2,594$140.09$158.81$363.39K$411.95K+13.36%0.01%+0.0 bps1
ASO6,593$57.07$47.99$376.26K$316.4K-15.91%0.01%-0.0 bps1
HBM74,761$5.21$4.33$389.5K$323.72K-16.89%0.01%-0.0 bps1
MLCO29,010$11.91$7.26$345.51K$210.61K-39.04%0.01%-0.0 bps1
CNO14,850$24.48$25.44$363.53K$377.78K+3.92%0.01%+0.0 bps1
QRVO3,457$103.19$94.62$356.73K$327.1K-8.31%0.01%-0.0 bps1
GLNG17,177$22.31$22.56$383.22K$387.51K+1.12%0.01%+0.0 bps1
ESTC5,429$61.30$78.23$332.8K$424.71K+27.62%0.01%+0.0 bps1
H2,975$117.15$110.73$348.52K$329.42K-5.48%0.01%-0.0 bps1
UPWK36,448$13.85$14.42$504.8K$525.58K+4.12%0.01%+0.0 bps1
AMKR11,327$26.32$25.17$298.13K$285.1K-4.37%0.01%-0.0 bps1
CINF3,475$106.86$102.20$371.34K$355.15K-4.36%0.01%-0.0 bps1
RYAAY3,058$99.86$110.81$305.37K$338.86K+10.97%0.01%+0.0 bps1
TOST14,987$23.60$14.71$353.69K$220.46K-37.67%0.01%-0.0 bps1
ISRG955$305.08$291.62$291.35K$278.5K-4.41%0.01%-0.0 bps1
ZUMZ19,587$18.33$17.71$359.03K$346.89K-3.38%0.01%-0.0 bps1
LBTYK18,417$19.74$17.09$363.55K$314.74K-13.43%0.01%-0.0 bps1
MCO931$338.78$351.17$315.4K$326.94K+3.66%0.01%+0.0 bps1
CHRD2,096$155.33$163.15$325.57K$341.96K+5.03%0.01%+0.0 bps1
CRC7,094$55.59$52.04$394.36K$369.17K-6.39%0.01%-0.0 bps1
INGR2,989$98.59$103.18$294.69K$308.41K+4.66%0.01%+0.0 bps1
CNHI22,213$13.74$10.20$305.21K$226.57K-25.76%0.01%-0.0 bps1
NXPI1,570$207.25$194.89$325.38K$305.98K-5.96%0.01%-0.0 bps1
ABCL48,052$5.59$4.33$268.61K$208.07K-22.54%0.01%-0.0 bps1
UNH648$510.93$540.46$331.08K$350.22K+5.78%0.01%+0.0 bps1
CNQ5,439$61.76$66.32$335.91K$360.71K+7.38%0.01%+0.0 bps1
DD4,272$76.69$70.38$327.62K$300.66K-8.23%0.01%-0.0 bps1
LOW1,360$225.89$202.24$307.21K$275.05K-10.47%0.01%-0.0 bps1
VOYA4,280$72.56$71.36$310.56K$305.42K-1.65%0.01%-0.0 bps1
EEFT2,543$84.83$83.17$215.72K$211.5K-1.96%0.01%-0.0 bps1
EGO29,323$9.02$10.71$264.49K$314.05K+18.74%0.01%+0.0 bps1
NWG48,136$6.00$5.06$288.82K$243.57K-15.67%0.01%-0.0 bps1
BOKF3,621$84.84$72.30$307.21K$261.8K-14.78%0.01%-0.0 bps1
BB52,900$4.61$3.75$243.87K$198.38K-18.66%0.01%-0.0 bps1
EOG2,525$131.48$125.12$331.99K$315.93K-4.84%0.01%-0.0 bps1
NTR4,839$63.83$56.30$308.87K$272.44K-11.80%0.01%-0.0 bps1
BIIB983$272.74$225.26$268.1K$221.43K-17.41%0.01%-0.0 bps1
KGC56,744$4.98$5.30$282.59K$300.74K+6.43%0.01%+0.0 bps1
NSC1,202$215.43$204.12$258.95K$245.35K-5.25%0.01%-0.0 bps1
BP7,390$36.68$35.85$271.07K$264.93K-2.26%0.01%-0.0 bps1
EQNR8,982$30.65$32.63$275.3K$293.08K+6.46%0.01%+0.0 bps1
ITW1,059$238.95$236.43$253.05K$250.38K-1.05%0.01%-0.0 bps1
MOH866$319.57$362.87$276.75K$314.25K+13.55%0.01%+0.0 bps1
SU8,979$31.53$33.58$283.11K$301.51K+6.50%0.01%+0.0 bps1
SBLK14,773$18.41$18.94$271.97K$279.8K+2.88%0.01%+0.0 bps1
TYL625$387.79$419.55$242.37K$262.22K+8.19%0.01%+0.0 bps1
FLWS32,640$8.10$8.69$264.38K$283.64K+7.28%0.01%+0.0 bps1
PBR18,150$13.50$15.83$245.03K$287.31K+17.26%0.01%+0.0 bps1
IMXI10,024$17.74$20.59$177.83K$206.39K+16.07%0.01%+0.0 bps1
CF3,439$78.06$80.05$268.45K$275.29K+2.55%0.01%+0.0 bps1
ADBE484$522.25$604.33$252.77K$292.5K+15.72%0.01%+0.0 bps1
PCRX5,823$36.69$28.11$213.65K$163.68K-23.39%0.01%-0.0 bps1
QDEL2,760$76.34$61.07$210.7K$168.55K-20.00%0.00%-0.0 bps1
HCC5,932$40.77$49.98$241.85K$296.48K+22.59%0.00%+0.0 bps1
COLL10,401$23.43$25.11$243.7K$261.17K+7.17%0.00%+0.0 bps1
UNFI11,549$20.47$15.58$236.41K$179.93K-23.89%0.00%-0.0 bps1
DVA2,181$106.96$92.12$233.28K$200.91K-13.87%0.00%-0.0 bps1
O3,692$57.94$52.14$213.91K$192.5K-10.01%0.00%-0.0 bps1
SUPN7,409$31.37$28.04$232.42K$207.75K-10.62%0.00%-0.0 bps1
TROX17,374$13.29$12.63$230.9K$219.43K-4.97%0.00%-0.0 bps1
DSGX2,634$73.33$79.55$193.15K$209.53K+8.48%0.00%+0.0 bps1
CHKP1,647$130.19$142.00$214.42K$233.87K+9.07%0.00%+0.0 bps1
TSEM5,482$33.94$26.69$186.06K$146.31K-21.36%0.00%-0.0 bps1
IMGN1.52%0
SQ0.87%0
INST0.63%0
WWE0.46%0
SKX0.35%0
ABCM0.33%0
CMAX0.28%0
GTACU0.27%0
ATRA0.22%0
CAR0.12%0
JWN0.11%0
ATVI0.11%0
MXL0.07%0
SIX0.05%0
BIG0.03%0
JNPR0.03%0
CYBR0.03%0
BGS0.03%0
K0.03%0
LUMN0.03%0
PLCE0.03%0
FL0.02%0
DENN0.02%0
IRTC0.02%0
ENPH0.02%0
BERY0.02%0
ZI0.02%0
TRI0.02%0
NEWR0.02%0
QGEN0.01%0
SMAR0.01%0
TGNA0.01%0
GFF0.01%0
X0.01%0
MMC0.01%0
QTWO0.01%0
GMS0.01%0
ZIP0.01%0
ENVA0.01%0
CDAY0.01%0
SF0.01%0
TRTN0.01%0
FRO0.01%0
AXNX0.01%0
COMM0.01%0
CHX0.01%0
GDOT0.01%0
AYX0.01%0
TENB0.01%0
BLKB0.01%0
VIRT0.01%0
AVNS0.01%0
CRTO0.01%0
MRO0.01%0
HOOD0.01%0
EVRI0.01%0
ADEA0.01%0
COOP0.01%0
SQZ0.01%0
CHS0.01%0
SILK0.01%0
PLYA0.01%0
SPLK0.01%0
JWSMWS0.00%0
Top 5 (by entry value)(5)$2.26B$2.03B-10.16%
Total(326)$4.7B$4.51B-4.23%

2023-05-152023-08-14

359 of 447 priced92.47% coverage
+15.45%
Holdings from Q1 2023 disclosure · accession 0000947871-23-000583 — these holdings should be identical to the manager's portfolio view for that quarter.
TickerEntry sharesEntry $SplitExit $Entry valueExit valueReturnWeightContributionValid
CPNG74,257,259$16.54$19.19$1.23B$1.42B+16.02%30.07%+4.8 bps1
META1,088,977$238.86$306.19$260.11M$333.43M+28.19%5.84%+1.6 bps1
CRM872,063$203.33$212.06$177.32M$184.93M+4.29%4.41%+0.2 bps1
AMZN1,474,164$111.20$140.57$163.93M$207.22M+26.41%3.85%+1.0 bps1
NVDA463,753$289.53$437.53$134.27M$202.91M+51.12%3.26%+1.7 bps1
WDAY479,952$185.46$228.11$89.01M$109.48M+23.00%2.51%+0.6 bps1
JLL657,225$138.47$171.60$91.01M$112.78M+23.93%2.42%+0.6 bps1
UBER2,869,755$38.14$44.85$109.45M$128.71M+17.59%2.30%+0.4 bps1
MSFT303,943$309.46$324.04$94.06M$98.49M+4.71%2.22%+0.1 bps1
NFLX243,246$335.89$427.78$81.7M$104.06M+27.36%2.13%+0.6 bps1
RCKT4,407,623$21.77$16.71$95.95M$73.65M-23.24%1.91%-0.4 bps1
TMUS507,778$144.62$139.50$73.43M$70.84M-3.54%1.86%-0.1 bps1
V311,636$232.81$242.90$72.55M$75.7M+4.33%1.78%+0.1 bps1
MELI49,189$1296.80$1296.52$63.79M$63.77M-0.02%1.64%-0.0 bps1
CEG823,109$80.27$107.00$66.07M$88.07M+33.30%1.64%+0.5 bps1
USFD1,721,091$40.18$40.84$69.15M$70.29M+1.64%1.61%+0.0 bps1
UNH133,209$486.86$510.93$64.85M$68.06M+4.94%1.59%+0.1 bps1
DPZ187,099$307.85$397.59$57.6M$74.39M+29.15%1.56%+0.5 bps1
AMAT499,482$121.11$141.89$60.49M$70.87M+17.16%1.55%+0.3 bps1
NU12,856,153$6.09$7.94$78.29M$102.08M+30.38%1.55%+0.5 bps1
CBRE811,597$74.16$84.65$60.19M$68.7M+14.15%1.50%+0.2 bps1
LRCX96,209$552.27$667.20$53.13M$64.19M+20.81%1.29%+0.3 bps1
ANET291,832$137.98$178.12$40.27M$51.98M+29.09%1.24%+0.4 bps1
XP2,949,531$15.75$25.40$46.46M$74.92M+61.27%0.89%+0.5 bps1
LIVN676,325$47.33$55.75$32.01M$37.71M+17.79%0.75%+0.1 bps1
WVE6,596,778$4.03$4.66$26.59M$30.74M+15.63%0.72%+0.1 bps1
SNOW169,711$172.05$152.86$29.2M$25.94M-11.15%0.66%-0.1 bps1
FERG179,527$147.44$161.38$26.47M$28.97M+9.45%0.61%+0.1 bps1
AHCO1,303,315$11.11$13.84$14.48M$18.04M+24.57%0.41%+0.1 bps1
EXPE132,459$92.23$111.93$12.22M$14.83M+21.36%0.33%+0.1 bps1
CRDO728,292$8.61$14.85$6.27M$10.82M+72.47%0.17%+0.1 bps1
DECK15,074$491.52$558.29$7.41M$8.42M+13.58%0.17%+0.0 bps1
DKS42,826$138.06$144.97$5.91M$6.21M+5.01%0.15%+0.0 bps1
PRGO153,704$34.23$38.97$5.26M$5.99M+13.85%0.14%+0.0 bps1
WING28,966$206.29$164.09$5.98M$4.75M-20.46%0.13%-0.0 bps1
CAKE143,733$31.46$34.15$4.52M$4.91M+8.55%0.13%+0.0 bps1
URBN179,066$27.56$36.39$4.94M$6.52M+32.04%0.13%+0.0 bps1
FIVE23,022$198.94$196.31$4.58M$4.52M-1.32%0.12%-0.0 bps1
TPR106,906$43.05$35.55$4.6M$3.8M-17.42%0.12%-0.0 bps1
SFM130,653$36.28$38.46$4.74M$5.02M+6.01%0.12%+0.0 bps1
KMB33,275$143.85$127.43$4.79M$4.24M-11.41%0.11%-0.0 bps1
UAA449,211$7.67$7.91$3.45M$3.55M+3.13%0.11%+0.0 bps1
FTNT61,382$68.56$59.66$4.21M$3.66M-12.98%0.10%-0.0 bps1
EPC88,198$43.95$38.74$3.88M$3.42M-11.85%0.09%-0.0 bps1
PEP20,167$194.27$183.62$3.92M$3.7M-5.48%0.09%-0.0 bps1
CHGG221,836$9.66$10.15$2.14M$2.25M+5.07%0.09%+0.0 bps1
PVH40,395$86.08$83.29$3.48M$3.36M-3.24%0.09%-0.0 bps1
CRBU652,542$4.50$6.71$2.94M$4.38M+49.11%0.09%+0.0 bps1
TXRH31,364$108.09$107.03$3.39M$3.36M-0.98%0.09%-0.0 bps1
PLAY90,013$33.76$41.29$3.04M$3.72M+22.30%0.08%+0.0 bps1
CRIS5,539,131$18.40$12.80$101.92M$70.9M-30.43%0.08%-0.0 bps1
HSY12,710$270.46$224.36$3.44M$2.85M-17.05%0.08%-0.0 bps1
CHD35,173$96.12$95.16$3.38M$3.35M-1.00%0.08%-0.0 bps1
GIS35,085$90.29$72.27$3.17M$2.54M-19.96%0.08%-0.0 bps1
MDLZ42,551$77.73$73.21$3.31M$3.12M-5.82%0.08%-0.0 bps1
MTCH75,083$32.44$45.07$2.44M$3.38M+38.93%0.07%+0.0 bps1
VFC125,609$21.66$20.41$2.72M$2.56M-5.77%0.07%-0.0 bps1
KDP80,573$32.36$33.74$2.61M$2.72M+4.26%0.07%+0.0 bps1
SPB39,970$73.25$78.66$2.93M$3.14M+7.39%0.07%+0.0 bps1
SMG33,583$67.99$51.44$2.28M$1.73M-24.34%0.06%-0.0 bps1
IVVD1,887,527$1.53$1.60$2.89M$3.02M+4.58%0.06%+0.0 bps1
BLMN84,380$23.49$25.20$1.98M$2.13M+7.28%0.05%+0.0 bps1
TJX27,216$79.25$86.21$2.16M$2.35M+8.78%0.05%+0.0 bps1
BBWI57,788$33.62$37.48$1.94M$2.17M+11.48%0.05%+0.0 bps1
SAM6,371$313.27$361.36$2M$2.3M+15.35%0.05%+0.0 bps1
NTNX78,248$26.14$29.98$2.05M$2.35M+14.69%0.05%+0.0 bps1
ROST19,005$104.39$114.12$1.98M$2.17M+9.32%0.05%+0.0 bps1
SHW8,832$226.60$276.63$2M$2.44M+22.08%0.05%+0.0 bps1
SHOP41,206$61.58$55.98$2.54M$2.31M-9.09%0.05%-0.0 bps1
AMN23,528$95.41$90.00$2.24M$2.12M-5.67%0.05%-0.0 bps1
GIL58,311$30.57$30.65$1.78M$1.79M+0.26%0.05%+0.0 bps1
GDDY24,842$71.71$70.99$1.78M$1.76M-1.00%0.05%-0.0 bps1
ABT18,902$109.84$106.10$2.08M$2.01M-3.41%0.05%-0.0 bps1
CVLT32,925$63.27$70.24$2.08M$2.31M+11.02%0.05%+0.0 bps1
KHC47,844$40.17$34.24$1.92M$1.64M-14.76%0.05%-0.0 bps1
FND18,346$92.28$105.09$1.69M$1.93M+13.88%0.05%+0.0 bps1
MNST32,343$59.72$59.01$1.93M$1.91M-1.19%0.04%-0.0 bps1
KO27,617$63.94$60.88$1.77M$1.68M-4.79%0.04%-0.0 bps1
TDOC65,547$24.75$23.81$1.62M$1.56M-3.80%0.04%-0.0 bps1
LH7,356$191.49$217.99$1.41M$1.6M+13.84%0.04%+0.0 bps1
ASH16,004$92.06$88.46$1.47M$1.42M-3.91%0.04%-0.0 bps1
GWRE20,029$80.21$83.22$1.61M$1.67M+3.75%0.04%+0.0 bps1
SYNA14,431$76.45$92.70$1.1M$1.34M+21.26%0.04%+0.0 bps1
BF-B24,469$64.26$70.29$1.57M$1.72M+9.38%0.04%+0.0 bps1
GPC9,404$168.42$157.14$1.58M$1.48M-6.70%0.04%-0.0 bps1
BIO3,082$381.75$395.13$1.18M$1.22M+3.50%0.04%+0.0 bps1
SYK5,077$288.92$284.79$1.47M$1.45M-1.43%0.04%-0.0 bps1
CLX9,058$167.05$160.17$1.51M$1.45M-4.12%0.04%-0.0 bps1
ABNB11,407$105.78$133.24$1.21M$1.52M+25.96%0.04%+0.0 bps1
MEDP7,508$210.88$265.62$1.58M$1.99M+25.96%0.04%+0.0 bps1
MCO4,545$311.08$338.78$1.41M$1.54M+8.90%0.04%+0.0 bps1
MUSA4,854$280.39$317.34$1.36M$1.54M+13.18%0.03%+0.0 bps1
ORLY1,471$945.28$945.15$1.39M$1.39M-0.01%0.03%+0.0 bps1
EAT32,676$38.09$36.71$1.24M$1.2M-3.62%0.03%-0.0 bps1
DBX57,471$22.61$28.35$1.3M$1.63M+25.39%0.03%+0.0 bps1
IVZ75,524$15.21$16.20$1.15M$1.22M+6.51%0.03%+0.0 bps1
BKNG461$2646.07$3234.33$1.22M$1.49M+22.23%0.03%+0.0 bps1
LEN11,548$109.68$119.91$1.27M$1.38M+9.33%0.03%+0.0 bps1
ROKU18,400$54.02$82.26$993.97K$1.51M+52.28%0.03%+0.0 bps1
TDG1,612$808.14$865.01$1.3M$1.39M+7.04%0.03%+0.0 bps1
EBAY26,488$45.13$44.03$1.2M$1.17M-2.44%0.03%-0.0 bps1
ETN6,855$169.92$219.04$1.16M$1.5M+28.91%0.03%+0.0 bps1
MAT63,277$19.20$21.72$1.21M$1.37M+13.13%0.03%+0.0 bps1
NYT30,000$36.64$44.01$1.1M$1.32M+20.11%0.03%+0.0 bps1
VRSN5,511$226.09$208.26$1.25M$1.15M-7.89%0.03%-0.0 bps1
JBL13,133$80.05$106.91$1.05M$1.4M+33.55%0.03%+0.0 bps1
TOST65,040$19.43$23.60$1.26M$1.53M+21.46%0.03%+0.0 bps1
CF15,846$67.29$78.06$1.07M$1.24M+16.01%0.03%+0.0 bps1
NUE7,396$140.48$172.04$1.04M$1.27M+22.47%0.03%+0.0 bps1
IBM8,664$123.36$141.91$1.07M$1.23M+15.04%0.03%+0.0 bps1
CPB20,102$53.33$43.68$1.07M$878.06K-18.09%0.03%-0.0 bps1
VEEV5,981$176.55$192.52$1.06M$1.15M+9.05%0.03%+0.0 bps1
IQV5,511$191.47$220.12$1.06M$1.21M+14.96%0.03%+0.0 bps1
YUM8,293$137.78$134.79$1.14M$1.12M-2.17%0.03%-0.0 bps1
HUBS2,477$471.14$508.08$1.17M$1.26M+7.84%0.03%+0.0 bps1
RACE3,906$293.00$315.57$1.14M$1.23M+7.70%0.03%+0.0 bps1
DUOL7,412$143.09$137.45$1.06M$1.02M-3.94%0.03%-0.0 bps1
GRMN10,449$103.82$104.02$1.08M$1.09M+0.19%0.03%+0.0 bps1
ST20,938$41.15$40.07$861.6K$838.99K-2.62%0.03%-0.0 bps1
LESL94,270$10.50$7.22$989.84K$680.63K-31.24%0.03%-0.0 bps1
CSCO19,462$47.10$53.88$916.66K$1.05M+14.39%0.03%+0.0 bps1
HRB28,712$31.13$35.16$893.8K$1.01M+12.95%0.03%+0.0 bps1
TNL25,698$36.07$41.55$926.93K$1.07M+15.19%0.03%+0.0 bps1
OTEX26,048$40.75$38.15$1.06M$993.73K-6.38%0.03%-0.0 bps1
QLYS7,728$117.30$150.95$906.49K$1.17M+28.69%0.03%+0.0 bps1
DRI6,439$151.89$161.26$978.02K$1.04M+6.17%0.03%+0.0 bps1
OLN17,998$53.07$58.00$955.15K$1.04M+9.29%0.03%+0.0 bps1
EYE52,073$23.96$19.04$1.25M$991.47K-20.53%0.02%-0.0 bps1
TXN5,256$165.26$170.48$868.61K$896.04K+3.16%0.02%+0.0 bps1
AMP3,172$298.87$344.07$948.02K$1.09M+15.12%0.02%+0.0 bps1
MPC7,139$110.63$148.54$789.79K$1.06M+34.27%0.02%+0.0 bps1
GO33,051$30.57$33.88$1.01M$1.12M+10.83%0.02%+0.0 bps1
JNJ5,858$159.55$173.44$934.64K$1.02M+8.71%0.02%+0.0 bps1
CCL88,985$10.31$16.83$917.44K$1.5M+63.24%0.02%+0.0 bps1
CGNX18,220$51.18$49.00$932.5K$892.78K-4.26%0.02%-0.0 bps1
F69,932$11.64$12.20$814.01K$853.17K+4.81%0.02%+0.0 bps1
TRIP43,355$15.97$15.93$692.38K$690.65K-0.25%0.02%-0.0 bps1
MNRO17,339$48.70$34.55$844.41K$599.06K-29.06%0.02%-0.0 bps1
PENN28,884$24.53$24.93$708.52K$720.08K+1.63%0.02%+0.0 bps1
ADT116,926$6.06$6.44$708.57K$753K+6.27%0.02%+0.0 bps1
RBLX18,813$38.97$30.54$733.14K$574.55K-21.63%0.02%-0.0 bps1
ASML1,243$655.69$666.55$815.02K$828.52K+1.66%0.02%+0.0 bps1
OMF22,739$36.28$42.38$824.97K$963.68K+16.81%0.02%+0.0 bps1
GPN7,912$103.05$125.78$815.33K$995.17K+22.06%0.02%+0.0 bps1
TMHC21,483$43.48$48.66$934.08K$1.05M+11.91%0.02%+0.0 bps1
ADBE2,118$345.67$522.25$732.13K$1.11M+51.08%0.02%+0.0 bps1
OLLI14,086$65.78$74.55$926.58K$1.05M+13.33%0.02%+0.0 bps1
MOS17,400$36.60$40.61$636.84K$706.61K+10.96%0.02%+0.0 bps1
MSCI1,416$463.56$547.28$656.4K$774.95K+18.06%0.02%+0.0 bps1
TECK21,768$44.87$39.84$976.73K$867.24K-11.21%0.02%-0.0 bps1
QRVO7,780$93.02$103.19$723.7K$802.82K+10.93%0.02%+0.0 bps1
HLT5,571$143.26$155.32$798.1K$865.29K+8.42%0.02%+0.0 bps1
ACLS5,872$127.99$170.39$751.56K$1M+33.13%0.02%+0.0 bps1
DGX5,543$132.40$135.16$733.89K$749.19K+2.08%0.02%+0.0 bps1
OXM7,344$109.06$103.68$800.94K$761.43K-4.93%0.02%-0.0 bps1
MU12,760$64.64$68.28$824.81K$871.25K+5.63%0.02%+0.0 bps1
LVS13,340$59.95$55.80$799.73K$744.37K-6.92%0.02%-0.0 bps1
PRI4,385$181.89$213.10$797.59K$934.44K+17.16%0.02%+0.0 bps1
DXC29,341$23.33$20.53$684.53K$602.37K-12.00%0.02%-0.0 bps1
HPE45,850$14.29$17.60$655.2K$806.96K+23.16%0.02%+0.0 bps1
SKY9,651$69.97$66.34$675.28K$640.25K-5.19%0.02%-0.0 bps1
SIG9,346$73.35$77.77$685.53K$726.84K+6.03%0.02%+0.0 bps1
CW4,023$164.75$206.31$662.79K$829.99K+25.23%0.02%+0.0 bps1
LYV9,888$80.39$86.16$794.9K$851.95K+7.18%0.02%+0.0 bps1
SWKS5,871$99.49$108.83$584.11K$638.94K+9.39%0.02%+0.0 bps1
AVGO1,066$639.80$854.10$682.03K$910.47K+33.49%0.02%+0.0 bps1
CI2,590$258.00$289.84$668.22K$750.69K+12.34%0.02%+0.0 bps1
COO1,754$389.35$377.92$682.92K$662.87K-2.94%0.02%-0.0 bps1
KR13,211$49.07$48.56$648.26K$641.53K-1.04%0.02%-0.0 bps1
DAL18,504$33.72$44.23$623.95K$818.43K+31.17%0.02%+0.0 bps1
MTD420$1386.00$1240.17$582.12K$520.87K-10.52%0.02%-0.0 bps1
PYPL8,318$62.25$63.27$517.8K$526.28K+1.64%0.02%+0.0 bps1
FAST11,612$54.22$57.75$629.6K$670.59K+6.51%0.02%+0.0 bps1
BLDR7,042$118.16$151.85$832.08K$1.07M+28.51%0.02%+0.0 bps1
LNTH7,551$99.21$69.04$749.13K$521.32K-30.41%0.02%-0.0 bps1
UNP3,042$199.64$229.80$607.3K$699.05K+15.11%0.02%+0.0 bps1
BBY7,659$72.70$79.18$556.81K$606.44K+8.91%0.02%+0.0 bps1
EW7,133$88.92$80.53$634.27K$574.42K-9.44%0.01%-0.0 bps1
CNI4,969$121.44$116.16$603.44K$577.2K-4.35%0.01%-0.0 bps1
DIN8,674$64.20$56.59$556.87K$490.86K-11.85%0.01%-0.0 bps1
GFI43,982$15.82$13.05$695.8K$573.97K-17.51%0.01%-0.0 bps1
IART10,156$49.40$43.60$501.71K$442.8K-11.74%0.01%-0.0 bps1
TFIN10,048$50.11$69.10$503.51K$694.32K+37.90%0.01%+0.0 bps1
CACC1,334$437.85$493.50$584.09K$658.33K+12.71%0.01%+0.0 bps1
TRMB11,030$47.81$55.52$527.34K$612.39K+16.13%0.01%+0.0 bps1
URI1,462$336.93$487.38$492.59K$712.55K+44.65%0.01%+0.0 bps1
BK12,524$40.70$45.18$509.73K$565.83K+11.01%0.01%+0.0 bps1
DHR2,256$201.19$228.00$453.88K$514.36K+13.33%0.01%+0.0 bps1
FDX2,496$179.23$215.10$447.35K$536.89K+20.02%0.01%+0.0 bps1
DLTR3,925$159.15$145.62$624.66K$571.56K-8.50%0.01%-0.0 bps1
ATKR3,962$122.52$150.64$485.42K$596.84K+22.95%0.01%+0.0 bps1
EMR6,389$83.12$95.90$531.05K$612.71K+15.38%0.01%+0.0 bps1
FNV3,832$157.77$141.85$604.57K$543.57K-10.09%0.01%-0.0 bps1
FFIV3,809$139.94$157.95$533.03K$601.63K+12.87%0.01%+0.0 bps1
GM15,116$32.37$34.07$489.3K$515K+5.25%0.01%+0.0 bps1
BDX2,226$197.39$222.21$439.39K$494.64K+12.57%0.01%+0.0 bps1
CSX18,298$32.01$30.82$585.72K$563.94K-3.72%0.01%-0.0 bps1
MGM12,340$42.69$45.66$526.79K$563.44K+6.96%0.01%+0.0 bps1
PTC4,248$130.78$145.79$555.55K$619.32K+11.48%0.01%+0.0 bps1
RIG85,951$5.86$8.35$503.67K$717.69K+42.49%0.01%+0.0 bps1
ARMK14,998$27.29$27.53$409.22K$412.91K+0.90%0.01%+0.0 bps1
STLA29,271$16.10$18.41$471.26K$538.88K+14.35%0.01%+0.0 bps1
RRC20,056$27.39$32.29$549.33K$647.61K+17.89%0.01%+0.0 bps1
ALLE4,970$109.38$112.32$543.62K$558.23K+2.69%0.01%+0.0 bps1
THC8,866$71.09$73.21$630.28K$649.08K+2.98%0.01%+0.0 bps1
STNE54,968$14.10$13.43$775.05K$738.22K-4.75%0.01%-0.0 bps1
TPH20,423$29.37$32.28$599.82K$659.25K+9.91%0.01%+0.0 bps1
CVS6,918$68.85$74.34$476.3K$514.28K+7.97%0.01%+0.0 bps1
SHAK9,257$70.30$76.83$650.77K$711.22K+9.29%0.01%+0.0 bps1
TDC12,758$44.65$45.01$569.64K$574.24K+0.81%0.01%+0.0 bps1
BLD2,460$214.46$301.89$527.57K$742.65K+40.77%0.01%+0.0 bps1
WEX2,797$175.59$191.49$491.13K$535.6K+9.06%0.01%+0.0 bps1
CNK34,458$16.94$17.24$583.72K$594.06K+1.77%0.01%+0.0 bps1
AIG10,022$52.54$59.82$526.56K$599.52K+13.86%0.01%+0.0 bps1
DASH7,976$66.20$79.89$528.01K$637.2K+20.68%0.01%+0.0 bps1
DY5,402$98.91$96.22$534.31K$519.78K-2.72%0.01%-0.0 bps1
MUR13,625$33.83$44.04$460.93K$600.05K+30.18%0.01%+0.0 bps1
PARR17,359$21.86$35.29$379.47K$612.6K+61.44%0.01%+0.0 bps1
DOX5,259$91.01$88.98$478.62K$467.95K-2.23%0.01%-0.0 bps1
AON1,594$334.44$322.26$533.1K$513.68K-3.64%0.01%-0.0 bps1
UHAL8,340$61.68$58.94$514.41K$491.56K-4.44%0.01%-0.0 bps1
LNG3,166$149.80$164.59$474.27K$521.09K+9.87%0.01%+0.0 bps1
FIS9,145$55.53$55.99$507.82K$512.03K+0.83%0.01%+0.0 bps1
MO11,047$45.56$43.53$503.3K$480.88K-4.46%0.01%-0.0 bps1
IPGP3,994$112.30$102.61$448.53K$409.82K-8.63%0.01%-0.0 bps1
FIVN6,795$54.36$69.57$369.38K$472.73K+27.98%0.01%+0.0 bps1
IBP4,291$114.64$154.88$491.92K$664.59K+35.10%0.01%+0.0 bps1
PFSI8,129$60.85$73.21$494.65K$595.12K+20.31%0.01%+0.0 bps1
SPT7,974$43.56$46.33$347.35K$369.44K+6.36%0.01%+0.0 bps1
NDAQ8,822$55.17$51.08$486.71K$450.63K-7.41%0.01%-0.0 bps1
BCO7,176$65.65$72.95$471.1K$523.49K+11.12%0.01%+0.0 bps1
DKNG24,625$23.49$29.36$578.44K$722.99K+24.99%0.01%+0.0 bps1
LZB16,380$28.21$31.58$462.08K$517.28K+11.95%0.01%+0.0 bps1
FLWS41,173$9.31$8.10$383.32K$333.5K-13.00%0.01%-0.0 bps1
RSG3,497$147.81$148.02$516.89K$517.63K+0.14%0.01%+0.0 bps1
BOOT6,128$72.42$93.22$443.79K$571.25K+28.72%0.01%+0.0 bps1
HBM89,581$4.89$5.21$438.05K$466.72K+6.54%0.01%+0.0 bps1
SNY8,634$54.54$53.28$470.9K$460.02K-2.31%0.01%-0.0 bps1
TSLA2,265$166.35$239.76$376.78K$543.06K+44.13%0.01%+0.0 bps1
WAB4,672$98.33$114.13$459.4K$533.22K+16.07%0.01%+0.0 bps1
AZO189$2706.53$2517.17$511.53K$475.75K-7.00%0.01%-0.0 bps1
HUM959$522.50$497.21$501.08K$476.82K-4.84%0.01%-0.0 bps1
TEVA52,865$8.07$9.55$426.62K$504.86K+18.34%0.01%+0.0 bps1
CEIX7,960$60.69$80.01$483.09K$636.88K+31.83%0.01%+0.0 bps1
DD6,444$65.62$76.69$422.86K$494.19K+16.87%0.01%+0.0 bps1
ABCL60,691$5.98$5.59$362.93K$339.26K-6.52%0.01%-0.0 bps1
KOS60,947$6.15$7.37$374.82K$449.18K+19.84%0.01%+0.0 bps1
RYAAY4,829$100.61$99.86$485.85K$482.22K-0.75%0.01%-0.0 bps1
TSM4,898$85.66$93.07$419.56K$455.86K+8.65%0.01%+0.0 bps1
ADP2,019$214.39$251.96$432.85K$508.71K+17.52%0.01%+0.0 bps1
IEX1,948$207.89$222.74$404.97K$433.9K+7.14%0.01%+0.0 bps1
RH1,857$264.63$382.95$491.42K$711.14K+44.71%0.01%+0.0 bps1
CLVT47,961$8.24$7.23$395.2K$346.76K-12.26%0.01%-0.0 bps1
HOG11,742$33.02$34.76$387.72K$408.15K+5.27%0.01%+0.0 bps1
SOFI73,575$4.77$8.68$350.95K$638.63K+81.97%0.01%+0.0 bps1
WEN20,535$23.83$21.60$489.35K$443.56K-9.36%0.01%-0.0 bps1
ADNT10,907$35.35$39.88$385.56K$434.97K+12.81%0.01%+0.0 bps1
AL11,230$38.54$41.48$432.8K$465.82K+7.63%0.01%+0.0 bps1
APP28,149$22.63$39.75$637.01K$1.12M+75.65%0.01%+0.0 bps1
BKD149,071$3.69$4.17$550.07K$621.63K+13.01%0.01%+0.0 bps1
LBTYK21,486$18.32$19.74$393.62K$424.13K+7.75%0.01%+0.0 bps1
ALV4,648$87.14$94.51$405.03K$439.28K+8.46%0.01%+0.0 bps1
CBRL3,814$106.44$86.13$405.96K$328.5K-19.08%0.01%-0.0 bps1
GLNG20,027$22.00$22.31$440.59K$446.8K+1.41%0.01%+0.0 bps1
MTH3,654$124.52$145.36$455K$531.15K+16.74%0.01%+0.0 bps1
SYF14,725$27.97$34.23$411.86K$504.04K+22.38%0.01%+0.0 bps1
AM40,492$10.53$11.91$426.38K$482.26K+13.11%0.01%+0.0 bps1
MIDD2,874$141.28$150.25$406.04K$431.82K+6.35%0.01%+0.0 bps1
NWG63,982$6.68$6.00$427.4K$383.89K-10.18%0.01%-0.0 bps1
PSTG16,580$23.62$36.64$391.62K$607.49K+55.12%0.01%+0.0 bps1
ELF5,104$91.56$134.16$467.32K$684.75K+46.53%0.01%+0.0 bps1
PINS15,391$22.05$26.15$339.37K$402.47K+18.59%0.01%+0.0 bps1
AWI5,798$65.77$76.97$381.33K$446.27K+17.03%0.01%+0.0 bps1
VRT29,088$15.32$34.58$445.63K$1.01M+125.72%0.01%+0.0 bps1
MATX6,883$67.39$95.32$463.85K$656.09K+41.45%0.01%+0.0 bps1
WAT1,330$273.30$288.37$363.49K$383.53K+5.51%0.01%+0.0 bps1
STNG7,309$47.86$50.02$349.81K$365.6K+4.51%0.01%+0.0 bps1
NWSA23,629$18.77$21.62$443.52K$510.86K+15.18%0.01%+0.0 bps1
ACI19,397$20.20$21.76$391.82K$422.08K+7.72%0.01%+0.0 bps1
CORT18,657$24.06$31.07$448.89K$579.67K+29.14%0.01%+0.0 bps1
EQH15,908$23.95$28.08$381K$446.7K+17.24%0.01%+0.0 bps1
PBH6,440$58.64$63.43$377.64K$408.49K+8.17%0.01%+0.0 bps1
SMTC16,553$19.12$25.45$316.49K$421.27K+33.11%0.01%+0.0 bps1
UAL8,990$45.20$52.31$406.35K$470.27K+15.73%0.01%+0.0 bps1
CALM6,500$46.72$46.30$303.68K$300.95K-0.90%0.01%-0.0 bps1
MAN4,798$71.39$76.55$342.53K$367.29K+7.23%0.01%+0.0 bps1
ALSN8,614$48.54$59.75$418.12K$514.69K+23.09%0.01%+0.0 bps1
CVE22,179$16.23$19.70$359.97K$436.93K+21.38%0.01%+0.0 bps1
JEF12,182$30.15$34.97$367.29K$426K+15.99%0.01%+0.0 bps1
CTRA15,482$25.56$27.97$395.72K$433.03K+9.43%0.01%+0.0 bps1
HUBG4,537$73.22$84.19$332.2K$381.97K+14.98%0.01%+0.0 bps1
MRVI27,067$15.00$10.05$406.01K$272.02K-33.00%0.01%-0.0 bps1
SLM30,368$15.28$14.81$464.02K$449.75K-3.08%0.01%-0.0 bps1
SBH24,074$11.40$10.96$274.44K$263.85K-3.86%0.01%-0.0 bps1
EVH11,451$34.85$28.40$399.07K$325.21K-18.51%0.01%-0.0 bps1
AXTA12,151$30.61$28.24$371.94K$343.14K-7.74%0.01%-0.0 bps1
TDS34,454$7.29$18.04$251.17K$621.55K+147.46%0.01%+0.0 bps1
CFR3,413$99.63$101.98$340.04K$348.06K+2.36%0.01%+0.0 bps1
NSP2,964$111.07$102.00$329.21K$302.33K-8.17%0.01%-0.0 bps1
PBF8,318$36.33$49.52$302.19K$411.91K+36.31%0.01%+0.0 bps1
TTWO2,998$125.07$142.38$374.96K$426.86K+13.84%0.01%+0.0 bps1
APA9,755$32.94$44.66$321.33K$435.66K+35.58%0.01%+0.0 bps1
CNO15,794$21.46$24.48$338.94K$386.64K+14.07%0.01%+0.0 bps1
RGA2,614$149.16$140.09$389.9K$366.2K-6.08%0.01%-0.0 bps1
NVO2,156$169.43$179.44$365.29K$386.87K+5.91%0.01%+0.0 bps1
AMG2,373$142.18$133.04$337.39K$315.7K-6.43%0.01%-0.0 bps1
KEX4,862$70.86$82.69$344.52K$402.04K+16.69%0.01%+0.0 bps1
IP9,309$31.82$34.70$296.21K$323.02K+9.05%0.01%+0.0 bps1
APPF2,652$141.66$169.91$375.68K$450.6K+19.94%0.01%+0.0 bps1
EXP2,261$159.64$185.06$360.95K$418.42K+15.92%0.01%+0.0 bps1
ILMN1,425$199.27$170.37$283.96K$242.78K-14.50%0.01%-0.0 bps1
BP8,693$36.19$36.68$314.6K$318.86K+1.35%0.01%+0.0 bps1
MOH1,231$292.95$319.57$360.62K$393.39K+9.09%0.01%+0.0 bps1
NTR4,445$62.22$63.83$276.57K$283.72K+2.59%0.01%+0.0 bps1
CRC8,396$39.83$55.59$334.41K$466.73K+39.57%0.01%+0.0 bps1
CRUS2,974$80.06$80.58$238.1K$239.64K+0.65%0.01%+0.0 bps1
SITE2,380$150.84$163.34$359K$388.75K+8.29%0.01%+0.0 bps1
UPWK28,410$8.05$13.85$228.7K$393.48K+72.05%0.01%+0.0 bps1
AA7,404$36.99$31.73$273.87K$234.93K-14.22%0.01%-0.0 bps1
COHR8,298$28.77$47.61$238.73K$395.07K+65.48%0.01%+0.0 bps1
RVLV11,992$18.08$16.41$216.82K$196.79K-9.24%0.01%-0.0 bps1
SU10,209$29.07$31.53$296.78K$321.89K+8.46%0.01%+0.0 bps1
HLF19,554$14.60$17.02$285.49K$332.81K+16.58%0.01%+0.0 bps1
ALK7,406$43.34$46.24$320.98K$342.45K+6.69%0.01%+0.0 bps1
RMD1,429$232.49$180.85$332.23K$258.43K-22.21%0.01%-0.0 bps1
TSEM7,388$41.03$33.94$303.13K$250.75K-17.28%0.01%-0.0 bps1
AAPL1,871$172.07$179.46$321.94K$335.77K+4.29%0.01%+0.0 bps1
BCS42,707$7.83$7.48$334.4K$319.45K-4.47%0.01%-0.0 bps1
CBT4,014$69.29$71.34$278.13K$286.36K+2.96%0.01%+0.0 bps1
QDEL3,455$87.09$76.34$300.9K$263.75K-12.34%0.01%-0.0 bps1
JKHY2,026$154.75$171.96$313.52K$348.39K+11.12%0.01%+0.0 bps1
SUPN8,406$34.74$31.37$292.02K$263.7K-9.70%0.01%-0.0 bps1
ZM4,110$66.03$67.55$271.38K$277.63K+2.30%0.01%+0.0 bps1
UI1,109$176.90$165.22$196.18K$183.23K-6.60%0.01%-0.0 bps1
SE3,436$88.07$56.90$302.61K$195.51K-35.39%0.01%-0.0 bps1
ARCH2,226$60.69$80.01$135.1K$178.1K+31.83%0.01%+0.0 bps1
FOXA8,321$31.01$33.84$258.03K$281.58K+9.13%0.01%+0.0 bps1
BKE7,814$33.30$37.00$260.21K$289.12K+11.11%0.01%+0.0 bps1
WSO870$335.77$361.46$292.12K$314.47K+7.65%0.01%+0.0 bps1
COLL11,296$23.50$23.43$265.46K$264.67K-0.30%0.01%+0.0 bps1
MHO4,318$69.02$97.73$298.03K$422K+41.60%0.01%+0.0 bps1
WMT1,819$151.88$160.00$276.27K$291.04K+5.35%0.01%+0.0 bps1
ZION9,010$24.33$37.41$219.21K$337.06K+53.76%0.01%+0.0 bps1
QCOM2,001$106.28$114.02$212.67K$228.15K+7.28%0.01%+0.0 bps1
ALGN753$297.28$360.49$223.85K$271.45K+21.26%0.01%+0.0 bps1
BL3,701$53.15$52.20$196.71K$193.19K-1.79%0.01%-0.0 bps1
DVA3,013$96.86$106.96$291.84K$322.27K+10.43%0.01%+0.0 bps1
EPAM822$236.70$243.00$194.57K$199.75K+2.66%0.01%+0.0 bps1
AEP2,563$90.09$80.00$230.9K$205.04K-11.20%0.01%-0.0 bps1
AEO17,132$12.92$15.92$221.35K$272.74K+23.22%0.01%+0.0 bps1
CSL1,020$213.45$286.60$217.72K$292.33K+34.27%0.01%+0.0 bps1
HL35,219$5.33$4.72$187.72K$166.23K-11.44%0.01%-0.0 bps1
RBA3,938$53.28$58.14$209.82K$228.96K+9.12%0.01%+0.0 bps1
UNFI8,300$26.69$20.47$221.53K$169.9K-23.30%0.01%-0.0 bps1
HCC5,898$37.12$40.77$218.93K$240.46K+9.83%0.01%+0.0 bps1
XRX13,816$14.42$15.27$199.23K$210.97K+5.89%0.01%+0.0 bps1
ASR683$291.19$271.78$198.88K$185.63K-6.67%0.01%-0.0 bps1
ZUMZ11,244$16.21$18.33$182.27K$206.1K+13.08%0.01%+0.0 bps1
CYH25,203$3.51$3.68$88.46K$92.75K+4.84%0.00%+0.0 bps1
CTLT1.76%0
INST0.91%0
SQ0.81%0
IMGN0.76%0
ATRA0.48%0
ATVI0.43%0
PANA0.36%0
GTACU0.32%0
CMAX0.29%0
SIX0.11%0
CAR0.08%0
JJSF0.08%0
MXL0.07%0
SEAS0.05%0
JNPR0.05%0
IRTC0.04%0
K0.03%0
DENN0.03%0
NEWR0.03%0
ANSS0.03%0
BOX0.03%0
AXNX0.02%0
MRO0.02%0
AUY0.02%0
PLCE0.02%0
FLO0.02%0
MDU0.02%0
ZI0.02%0
X0.02%0
LUMN0.02%0
RNG0.02%0
TNDM0.02%0
SQZ0.01%0
ZIP0.01%0
ENVA0.01%0
WBA0.01%0
DLB0.01%0
EME0.01%0
MMC0.01%0
AJRD0.01%0
BURL0.01%0
WIRE0.01%0
ITCI0.01%0
MD0.01%0
SQM0.01%0
BSIG0.01%0
BERY0.01%0
AVNS0.01%0
SCI0.01%0
WRK0.01%0
ARVN0.01%0
GDOT0.01%0
SF0.01%0
FRO0.01%0
GFF0.01%0
BGS0.01%0
LCII0.01%0
TU0.01%0
QTWO0.01%0
RUTH0.01%0
PLYA0.01%0
TGNA0.01%0
QGEN0.01%0
GMS0.01%0
CRTO0.01%0
DFS0.01%0
WFG0.01%0
CGC0.01%0
ODP0.01%0
MDC0.01%0
THS0.01%0
CHX0.01%0
FFIN0.01%0
VIRT0.01%0
BECN0.01%0
COMM0.01%0
MAXR0.01%0
CIVI0.01%0
ADEA0.01%0
ENPH0.01%0
QRTEA0.01%0
GOGO0.01%0
COOP0.01%0
RCM0.01%0
OII0.01%0
SAVE0.01%0
CHS0.00%0
JWSMWS0.00%0
Top 5 (by entry value)(5)$1.96B$2.35B+19.84%
Total(359)$3.9B$4.5B+15.45%